Invesco India Large & Mid Cap Fund - Direct Plan - Growth vs UTI Nifty 200 Momentum 30 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 appears to be the stronger option based on its impressive 5-star rating and significantly higher returns, achieving 11.16% over the past year and a 3-year CAGR of 22.8%, compared to UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option's negative 1-year return of -9.37% and much lower CAGRs. However, investors should note that while Invesco has a slightly lower expense ratio of 0.77% compared to UTI's 0.82%, the difference is minimal. Overall, for investors choosing between these funds, Invesco offers a more favorable performance outlook despite a slightly lower AUM.
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Large & MidCap
UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option
UTI Mutual Fund
★★★★★
Equity · Large & MidCap
| Metric | Invesco India Large & ... | UTI Nifty 200 Momentum... |
|---|---|---|
| NAV | ₹135.7 | ₹19.95 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.77% | 0.82% |
| AUM | ₹12,439 Cr | ₹7,961 Cr |
| 1M Return | +8.16% | -2.62% |
| 3M Return | +1.9% | -4.72% |
| 6M Return | +10.84% | -5.19% |
| 1Y Return | +11.16% | -9.37% |
| 3Y CAGR | +22.8% | +9.19% |
| 5Y CAGR | +17.1% | +7.75% |
| Risk Level | — | — |
| Fund Manager | Amit Ganatra, Taher Badshah | Sharwan Kumar Goyal |