All comparisons
Head-to-head
Kotak Large & Mid Cap Fund - Direct Plan - GrowthvsInvesco India Large & Mid Cap Fund - Direct Plan - Growth
Side-by-side comparison of Kotak Large & Mid Cap Fund - Direct Plan - Growth and Invesco India 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
Kotak Large & Mid Cap Fund - Direct Plan - Growth
3Y ago₹1.50 L
5Y ago₹1.95 L
mid cap
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
3Y ago₹1.89 L
5Y ago₹2.30 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 | Kotak Large & Mid Cap Fund - Di… | Invesco India Large & Mid Cap F… |
|---|---|---|
| Fund house | Kotak Mahindra Mutual Fund | Invesco Mutual Fund |
| Category | Equity Schemes - Large & Mid Cap Fund | Equity Schemes - Large & Mid Cap Fund |
| Latest NAV | ₹410.642 | ₹132.64 |
| Assets managed (AUM) | — | — |
| 1Y return | 6.15% | 11.06% |
| 3Y CAGR | 14.51% | 23.61% |
| 5Y CAGR | 14.29% | 18.12% |
| Since inception CAGR | 16.47% | 18.00% |
| Bumpiness · 3Y (annualised σ) | 15.03 | 16.65 |
| Worst drop ever | -36.03% | -35.31% |
| Sharpe · 3Y (rf=6%) | 0.53 | 0.95 |
Explore each fund individually
Kotak Large & Mid Cap Fund - Direct Plan - Growth →Invesco India Large & Mid Cap Fund - Direct Plan - Growth →
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