Invesco India Large & Mid Cap Fund - Direct Plan - Growth vs UTI Large & Mid Cap 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 stronger performance metrics compared to UTI Large & Mid Cap Fund - Direct Plan - Growth Option, with higher returns across all time frames: 11.16% over 1 year, 22.8% CAGR over 3 years, and 17.1% CAGR over 5 years, alongside a higher star rating of 5 versus UTI's 4. However, Invesco has a lower expense ratio of 0.77% compared to UTI's 1.14%, making it more cost-effective for investors, while UTI has a smaller AUM of ₹6219 Cr compared to Invesco's ₹12439 Cr. For investors choosing between these funds, Invesco appears to offer better returns and lower costs, making it a compelling option.
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Large & MidCap
UTI Large & Mid Cap Fund - Direct Plan - Growth Option
UTI Mutual Fund
★★★★★
Equity · Large & MidCap
| Metric | Invesco India Large & ... | UTI Large & Mid Cap Fu... |
|---|---|---|
| NAV | ₹135.7 | ₹201.63 |
| Star Rating | ★★★★★ | ★★★★ |
| Expense Ratio | 0.77% | 1.14% |
| AUM | ₹12,439 Cr | ₹6,219 Cr |
| 1M Return | +8.16% | +7.36% |
| 3M Return | +1.9% | -0.79% |
| 6M Return | +10.84% | +1.57% |
| 1Y Return | +11.16% | +2.79% |
| 3Y CAGR | +22.8% | +15.57% |
| 5Y CAGR | +17.1% | +13.03% |
| Risk Level | — | — |
| Fund Manager | Amit Ganatra, Taher Badshah | V Srivatsa |