Invesco India Large & Mid Cap Fund - Direct Plan - Growth vs Sundaram Large and Midcap Fund Direct Plan - Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Invesco India Large & Mid Cap Fund - Direct Plan - Growth demonstrates stronger performance metrics compared to Sundaram Large and Midcap Fund Direct Plan - Growth, with significantly higher returns over 1 year (11.16% vs 3.84%), 3 years (22.8% vs 13.67%), and 5 years (17.1% vs 10.38%). While Invesco has a lower expense ratio of 0.77% compared to Sundaram's 1.2%, it also boasts a higher star rating of 5 versus Sundaram's 3, indicating better overall quality. Investors should consider that while Invesco offers better returns and ratings, it also has a larger AUM of ₹12439 Cr compared to Sundaram's ₹7131 Cr, which may reflect differing investor confidence. For those choosing between the two, Invesco appears to be the stronger option based on performance and cost efficiency.
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Large & MidCap
Sundaram Large and Midcap Fund Direct Plan - Growth
Sundaram Mutual Fund
★★★★★
Equity · Large & MidCap
| Metric | Invesco India Large & ... | Sundaram Large and Mid... |
|---|---|---|
| NAV | ₹135.7 | ₹102.18 |
| Star Rating | ★★★★★ | ★★★ |
| Expense Ratio | 0.77% | 1.2% |
| AUM | ₹12,439 Cr | ₹7,131 Cr |
| 1M Return | +8.16% | +1.8% |
| 3M Return | +1.9% | -4.84% |
| 6M Return | +10.84% | +4.68% |
| 1Y Return | +11.16% | +3.84% |
| 3Y CAGR | +22.8% | +13.67% |
| 5Y CAGR | +17.1% | +10.38% |
| Risk Level | — | — |
| Fund Manager | Amit Ganatra, Taher Badshah | S Krishnakumar, Madanagopal Ramu |