Invesco India Large & Mid Cap Fund - Direct Plan - Growth vs UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Invesco India Large & Mid Cap Fund - Direct Plan - Growth shows significantly stronger performance metrics compared to UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option, with a 1-year return of 11.16% and a 3-year CAGR of 22.8%, while UTI's returns are negative at -14.09% for the past year and only 5.38% for the past three years. Although Invesco has a slightly higher expense ratio of 0.77% compared to UTI's 0.66%, the tradeoff in performance makes Invesco the more attractive option for investors seeking growth. Therefore, for those choosing between these two funds, Invesco India Large & Mid Cap Fund - Direct Plan - Growth appears to be the stronger choice for potential returns despite a marginally higher cost.
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Large & MidCap
UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option
UTI Mutual Fund
★★★★★
Equity · Large & MidCap
| Metric | Invesco India Large & ... | UTI BSE Low Volatility... |
|---|---|---|
| NAV | ₹135.7 | ₹14.84 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.77% | 0.66% |
| AUM | ₹12,439 Cr | ₹417 Cr |
| 1M Return | +8.16% | -5.55% |
| 3M Return | +1.9% | -9.48% |
| 6M Return | +10.84% | -9.31% |
| 1Y Return | +11.16% | -14.09% |
| 3Y CAGR | +22.8% | +5.38% |
| 5Y CAGR | +17.1% | — |
| Risk Level | — | — |
| Fund Manager | Amit Ganatra, Taher Badshah | Sharwan Kumar Goyal |