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Aditya Birla Sun Life MidCap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
Aditya Birla Sun Life MidCap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Fund | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5645 Cr | ₹5533 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Apr 2007 | 03 Oct 2002 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 70% | 16% |
| Expense Ratio | 1.8 | 1.87 |
| Manager | Aditya Khemani | Dhaval Joshi |
| ISIN Code | INF205K01BC9 | INF209K01363 |
| Exits Load | Invesco India Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Month | 8.77% | 8.37% |
| 6 Month | -10.89% | -15.61% |
| 1 Year | 16.39% | 7.69% |
| 3 Year | 21.36% | 15.26% |
| 5 Year | 31.7% | 29.98% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | -6.46% | -6.23% |
| 1 Year | -4.54% | -10.8% |
| 3 Year | 24.06% | 17.23% |
| 5 Year | 23.95% | 20.09% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 14.1% | 21% |
| 3 Year | 18.13% | 18.45% |
| 5 Year | 18.76% | 15.37% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.27% | 13.87% |
| Sharp | 0.79% | 0.48% |
| Beta | 0.92% | 0.91% |
| Alpha | 1.17% | -4.11% |
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Fund Managers
| Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Name | Aditya Khemani | Dhaval Joshi |
| Total AUM | ₹12070 Cr | ₹361932 Cr |
| Funds Managed | 3 | 55 |
| Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
Market Cap
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 1.7 | 7.81 |
| Mid Cap | 64.78 | 68.21 |
| Large Cap | 12.59 | 6.85 |
| Small Cap | 20.92 | 17.12 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 0.72 | 5.6 |
| Industrials | 10.14 | 12.88 |
| Consumer Cyclical | 20.76 | 16.59 |
| Healthcare | 16.35 | 12.5 |
| Real Estate | 7.14 | 3.73 |
| Financial Services | 22.9 | 17.22 |
| Basic Materials | 9.5 | 14.88 |
| Technology | 10.8 | 8.31 |
| Communication Services | 1.69 | 1.4 |
| Utilities | - | 2.91 |
| Energy | - | 0.76 |
| Consumer Defensive | - | 3.22 |
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