Invesco India PSU Equity Fund - Direct Plan - Growth vs Kotak Business Cycle - Direct Plan - Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Kotak Business Cycle - Direct Plan - Growth appears stronger based on the metrics provided, boasting a higher star rating of 5 compared to Invesco India PSU Equity Fund's 3, and it also shows better 1-year returns at 6.73% versus Invesco's -6.88%. However, Invesco has a higher 5-year CAGR of 17.79%, while Kotak's 5-year CAGR is not available, indicating a potential tradeoff between historical performance and current ratings. For investors deciding between these two funds, Kotak offers better recent performance and a lower expense ratio, making it a compelling choice in the thematic equity space.
Invesco India PSU Equity Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Thematic
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | Invesco India PSU Equi... | Kotak Business Cycle -... |
|---|---|---|
| NAV | ₹72.18 | ₹18.71 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 1.22% | 0.7393% |
| AUM | ₹1,360 Cr | ₹3,413 Cr |
| 1M Return | -5.94% | +3.7% |
| 3M Return | -7.7% | +0.27% |
| 6M Return | -12.45% | +9.23% |
| 1Y Return | -6.88% | +6.73% |
| 3Y CAGR | +16.95% | +17.77% |
| 5Y CAGR | +17.79% | — |
| Risk Level | — | — |
| Fund Manager | Pranav Gokhale, Amit Ganatra | Pankaj Tibrewal |