Invesco India Large & Mid Cap Fund - Direct Plan - Growth vs Tata Nifty200 Alpha 30 Index Fund - Direct -Growth

Side-by-side comparison of NAV, returns, expense ratio and star rating.

TopFund Analysis

Invesco India Large & Mid Cap Fund - Direct Plan - Growth appears to be the stronger option based on its higher star rating of 5 and significantly better returns, with a 1-year return of 11.16% and a 3-year CAGR of 22.8%, compared to Tata Nifty200 Alpha 30 Index Fund - Direct -Growth, which has a negative 1-year return of -2.47%. However, Invesco has a slightly lower expense ratio at 0.77% compared to Tata's 0.82%, but the latter has a much smaller AUM of ₹198 Cr. For investors choosing between the two, Invesco offers stronger performance metrics, making it a more favorable option.

Invesco Mutual Fund

Invesco India Large & Mid Cap Fund - Direct Plan - Growth

Invesco Mutual Fund

★★★★★

Equity · Large & MidCap

Tata Mutual Fund

Tata Nifty200 Alpha 30 Index Fund - Direct -Growth

Tata Mutual Fund

★★★★★

Equity · Large & MidCap

Metric Invesco India Large & ... Tata Nifty200 Alpha 30...
NAV ₹135.7 ₹8.4
Star Rating ★★★★★ ★★★
Expense Ratio 0.77% 0.82%
AUM ₹12,439 Cr ₹198 Cr
1M Return +8.16% -2.55%
3M Return +1.9% -4.61%
6M Return +10.84% -1.32%
1Y Return +11.16% -2.47%
3Y CAGR +22.8% —
5Y CAGR +17.1% —
Risk Level — —
Fund Manager Amit Ganatra, Taher Badshah Kapil Menon