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
| 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) | ₹5625 Cr | ₹6015 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 | 1.82 | 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 |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Month | 8.24% | 2.31% |
| 6 Month | 13.68% | 2.51% |
| 1 Year | 45.13% | 25.11% |
| 3 Year | 25.52% | 18.31% |
| 5 Year | 28.43% | 23.02% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 42.39% | 17.56% |
| 3 Year | 36.98% | 25.7% |
| 5 Year | 32.03% | 26.05% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 13.8% | 20.84% |
| 3 Year | 17.68% | 18.53% |
| 5 Year | 18.59% | 15.28% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.27% | 13.87% |
| Sharp | 1.15% | 0.8% |
| Beta | 0.89% | 0.9% |
| Alpha | 2.51% | -2.58% |
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| 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 |
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 1.17 | 0.64 |
| Small Cap | 18.86 | 25.69 |
| Mid Cap | 66 | 65.58 |
| Large Cap | 13.97 | 8.02 |
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 1.17 | 0.64 |
| Realty | 7.78 | 2.16 |
| Industrial Products | 9.16 | 4.78 |
| Auto Components | 7.58 | 9.47 |
| Healthcare Services | 6.77 | 4.64 |
| Retailing | 9.78 | 3.22 |
| Insurance | 4.71 | 2.61 |
| Consumer Durables | 8.24 | 7.07 |
| Leisure Services | 5.6 | 1.97 |
| Pharmaceuticals & Biotechnology | 6.61 | 7.14 |
| Capital Markets | 3.61 | 1.77 |
| Finance | 5.98 | 9.56 |
| Banks | 4.53 | 5.71 |
| Ferrous Metals | 1.34 | 1.49 |
| IT - Software | 6.45 | 3.52 |
| Telecom - Services | 1.38 | 0.05 |
| Electrical Equipment | 2.4 | 3 |
| Transport Services | 2.48 | 0.92 |
| Cement & Cement Products | 2.89 | 3.77 |
| Industrial Manufacturing | 1.54 | 0.47 |
| Construction | - | 1.8 |
| Paper, Forest & Jute Products | - | 0.98 |
| Chemicals & Petrochemicals | - | 3.49 |
| Fertilizers & Agrochemicals | - | 3.16 |
| Agricultural Food & other Products | - | 0.4 |
| Gas | - | 1.52 |
| Agricultural, Commercial & Construction Vehicles | - | 0.87 |
| Entertainment | - | 1.09 |
| Oil | - | 0.78 |
| Automobiles | - | 0.83 |
| Personal Products | - | 0.36 |
| Minerals & Mining | - | 1.44 |
| Beverages | - | 3.47 |
| Transport Infrastructure | - | 0.12 |
| Power | - | 3.33 |
| Textiles & Apparels | - | 2.33 |
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