All comparisons
Head-to-head
Invesco India Large & Mid Cap Fund - Direct Plan - GrowthvsKotak Large & Mid Cap Fund - Direct Plan - Growth
Side-by-side comparison of Invesco India Large & Mid Cap Fund - Direct Plan - Growth and Kotak Large & Mid Cap Fund - Direct Plan - Growth — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
mid cap
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
3Y ago₹1.89 L
5Y ago₹2.30 L
mid cap
Kotak Large & Mid Cap Fund - Direct Plan - Growth
3Y ago₹1.50 L
5Y ago₹1.95 L
Normalised price over time
Both funds start 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 | Invesco India Large & Mid Cap F… | Kotak Large & Mid Cap Fund - Di… |
|---|---|---|
| Fund house | Invesco Mutual Fund | Kotak Mahindra Mutual Fund |
| Category | Equity Schemes - Large & Mid Cap Fund | Equity Schemes - Large & Mid Cap Fund |
| Latest NAV | ₹132.64 | ₹410.642 |
| Assets managed (AUM) | — | — |
| 1Y return | 11.06% | 6.15% |
| 3Y CAGR | 23.61% | 14.51% |
| 5Y CAGR | 18.12% | 14.29% |
| Since inception CAGR | 18.00% | 16.47% |
| Bumpiness · 3Y (annualised σ) | 16.65 | 15.03 |
| Worst drop ever | -35.31% | -36.03% |
| Sharpe · 3Y (rf=6%) | 0.95 | 0.53 |
Explore each fund individually
Invesco India Large & Mid Cap Fund - Direct Plan - Growth →Kotak Large & Mid Cap Fund - Direct Plan - Growth →
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