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) | ₹5216 Cr | ₹5801 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| 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 |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Month | 9.02% | 7.74% |
| 6 Month | 39.76% | 35.41% |
| 1 Year | 57.43% | 45.57% |
| 3 Year | 26.05% | 22% |
| 5 Year | 30.01% | 25.87% |
| 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% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 28.73% | 27% |
| 3 Year | 75.07% | 67.79% |
| 5 Year | 115.7% | 101.59% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.27% | 13.87% |
| Sharp | 1.28% | 1.05% |
| Beta | 0.92% | 0.88% |
| Alpha | 1.49% | -2.1% |
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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 | 4.81 | 1.32 |
| Mid Cap | 63.72 | 66.67 |
| Small Cap | 15.89 | 19.03 |
| Large Cap | 15.58 | 12.94 |
| 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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