Aditya Birla Sun Life MidCap Fund vs Invesco India Midcap Fund compare

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tortoise-icon Invesco India Midcap Fund - Growth Option

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tortoise-icon Aditya Birla Sun Life MidCap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5216 Cr ₹5801 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 19 Apr 2007 05 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 1.85 1.9
Manager Aditya Khemani Dhaval Joshi
ISIN Code INF205K01BC9 INF209K01363
Exits Load Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Aditya Birla Sun Life MidCap Fund-Growth
1 Month -5.68% -6.22%
6 Month 19.89% 14.61%
1 Year 54.73% 44.1%
3 Year 22.75% 18.9%
5 Year 27.09% 23.71%

SIP Return Analysis

Scheme Name Invesco India Midcap Fund - Growth Option Aditya Birla Sun Life MidCap Fund-Growth
6 Month - -
1 Year 23.2% 19.77%
3 Year 53.33% 45.54%
5 Year 103.01% 92.94%

Rolling Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Aditya Birla Sun Life MidCap Fund-Growth
1 Year 13.93% 20.84%
3 Year 17.71% 18.66%
5 Year 18.54% 15.3%

Risk Management

Scheme Name Invesco India Midcap Fund - Growth Option Aditya Birla Sun Life MidCap Fund-Growth
Standard Deviation 13.27% 13.87%
Sharp 1.27% 1.05%
Beta 0.91% 0.88%
Alpha 2.71% -0.76%

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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
Fund Manage 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 4.81 1.32
Mid Cap 63.72 66.67
Small Cap 15.89 19.03
Large Cap 15.58 12.94

Sector Allocation

Scheme Name

Invesco India Midcap Fund - Growth Option

Aditya Birla Sun Life MidCap Fund-Growth

Others 0.91 1.23
Materials 5.34 4.97
Automobile 9.1 7.89
Healthcare 12.04 9.43
Insurance 1.7 -
Services 14.95 8.88
Consumer Staples 1.89 5.14
Financial 15.38 18.59
Capital Goods 13.15 11.59
Construction 7.57 2.71
Metals & Mining 2.83 5.81
Technology 3.97 3.34
Consumer Discretionary 3.88 5.37
Communication 2.52 0.53
Diversified 2.29 -
Energy 1.47 5.64
Textiles 1.01 2.67
Chemicals - 6.17

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