Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
mid capDirect
Kotak Mid Cap Fund - Direct Plan - Growth
3Y ago₹1.67 L
5Y ago₹2.25 L
mid capDirect
Invesco India Midcap Fund - Direct Plan - Growth
3Y ago₹1.93 L
5Y ago₹2.58 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Kotak Mid Cap Fund - Direct Pla… | Invesco India Midcap Fund - Dir… |
|---|---|---|
| Fund house | Kotak Mahindra Mutual Fund | Invesco Mutual Fund |
| Category | Equity Schemes - Mid Cap Fund | Equity Schemes - Mid Cap Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹172.406 | ₹242.97 |
| Assets managed (AUM) | — | — |
| 1M return | 1.01% | 1.02% |
| 6M return | 8.14% | 13.13% |
| 1Y return | 9.35% | 12.35% |
| 3Y CAGR | 18.73% | 24.52% |
| 5Y CAGR | 17.58% | 20.90% |
| Since inception CAGR | 20.15% | 21.13% |
| Bumpiness · 3Y (annualised σ) | 16.11 | 17.17 |
| Worst drop ever | -35.97% | -34.09% |
| Sharpe · 3Y (rf=6%) | 0.72 | 0.96 |