Invesco India Large & Mid Cap Fund - Direct Plan - Growth vs Zerodha Nifty LargeMidcap 250 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 stronger based on its 5-star rating and impressive returns, achieving 11.16% over the past year and a 22.8% CAGR over three years, compared to the negative return of -6.31% from Zerodha Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth option. While Invesco has a higher expense ratio of 0.77% compared to Zerodha's 0.38%, the tradeoff is justified by significantly better performance metrics. For investors deciding between these funds, Invesco offers better returns but at a higher cost.
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Large & MidCap
Zerodha Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth option
Zerodha Mutual Fund
★★★★★
Equity · Large & MidCap
| Metric | Invesco India Large & ... | Zerodha Nifty LargeMid... |
|---|---|---|
| NAV | ₹135.7 | ₹13.35 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.77% | 0.38% |
| AUM | ₹12,439 Cr | ₹1,569 Cr |
| 1M Return | +8.16% | -5.55% |
| 3M Return | +1.9% | -6.75% |
| 6M Return | +10.84% | -5.26% |
| 1Y Return | +11.16% | -6.31% |
| 3Y CAGR | +22.8% | — |
| 5Y CAGR | +17.1% | — |
| Risk Level | — | — |
| Fund Manager | Amit Ganatra, Taher Badshah | Kedarnath Mirajkar |