All comparisons
Head-to-head
Kotak Mid Cap Fund - Direct Plan - GrowthvsInvesco India Midcap Fund - Direct Plan - Growth
Side-by-side comparison of Kotak Mid Cap Fund - Direct Plan - Growth and Invesco India Midcap 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 Mid Cap Fund - Direct Plan - Growth
3Y ago₹1.67 L
5Y ago₹2.25 L
mid cap
Invesco India Midcap Fund - Direct Plan - Growth
3Y ago₹1.93 L
5Y ago₹2.58 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 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 |
| Latest NAV | ₹172.406 | ₹242.97 |
| Assets managed (AUM) | — | — |
| 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 |
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