Invesco India Large & Mid Cap Fund - Direct Plan - Growth vs Whiteoak Capital Large & Mid Cap 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 appears stronger based on its metrics, showcasing a 5-star rating and significantly better returns over the past year (11.16%) and the last five years (17.1% CAGR) compared to Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth, which reported a negative return of -1.62% over the past year. However, the tradeoff is that Invesco has a slightly lower expense ratio at 0.77% compared to Whiteoak's 0.9%, but the latter has a much smaller AUM of ₹2604 Cr. For investors deciding between these two funds, Invesco presents a more favorable option in terms of performance and rating.
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Large & MidCap
Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth
WhiteOak Capital Mutual Fund
★★★★★
Equity · Large & MidCap
| Metric | Invesco India Large & ... | Whiteoak Capital Large... |
|---|---|---|
| NAV | ₹135.7 | ₹13.69 |
| Star Rating | ★★★★★ | ★★★ |
| Expense Ratio | 0.77% | 0.9% |
| AUM | ₹12,439 Cr | ₹2,604 Cr |
| 1M Return | +8.16% | -0.04% |
| 3M Return | +1.9% | -5.49% |
| 6M Return | +10.84% | +0.97% |
| 1Y Return | +11.16% | -1.62% |
| 3Y CAGR | +22.8% | — |
| 5Y CAGR | +17.1% | — |
| Risk Level | — | — |
| Fund Manager | Amit Ganatra, Taher Badshah | Ashish Agrawal |