Invesco India Smallcap Fund - Direct Plan - Growth vs Kotak-Small Cap Fund - Growth - Direct
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Invesco India Smallcap Fund - Direct Plan - Growth appears stronger based on performance metrics, boasting a 1-year return of 11.56%, a 3-year CAGR of 20.64%, and a 5-year CAGR of 18.81%, compared to Kotak-Small Cap Fund - Growth - Direct, which has significantly lower returns across all timeframes. However, Invesco's higher expense ratio of 0.64% versus Kotak's 0.35% may be a tradeoff for its superior performance. For investors choosing between these funds, Invesco offers better returns but at a higher cost, while Kotak provides a lower expense ratio but with weaker performance.
Invesco India Smallcap Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Small Cap
Kotak-Small Cap Fund - Growth - Direct
WhiteOak Capital Mutual Fund
★★★★★
Equity · Small Cap
| Metric | Invesco India Smallcap... | Kotak-Small Cap Fund -... |
|---|---|---|
| NAV | ₹54.36 | ₹9.97 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.64% | 0.35% |
| AUM | ₹16,130 Cr | ₹52,270 Cr |
| 1M Return | +4.02% | -0.26% |
| 3M Return | +0.69% | -3.34% |
| 6M Return | +14.54% | +5.58% |
| 1Y Return | +11.56% | +2.12% |
| 3Y CAGR | +20.64% | +12.02% |
| 5Y CAGR | +18.81% | +11.18% |
| Risk Level | — | — |
| Fund Manager | Taher Badshah | Ashish Agrawal |