Axis Midcap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Fund | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5645 Cr | ₹28380 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 19 Apr 2007 | 18 Feb 2011 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 150 MidCap Index | BSE 150 MidCap Index |
Turn Over | 70% | 23% |
Expense Ratio | 1.8 | 1.58 |
Manager | Aditya Khemani | Shreyash Devalkar |
ISIN Code | INF205K01BC9 | INF846K01859 |
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 | Axis Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 8.28% | 7.38% |
6 Month | -11.3% | -13.25% |
1 Year | 18.52% | 11.39% |
3 Year | 21.35% | 14.54% |
5 Year | 31.21% | 25.48% |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -6.46% | -6.47% |
1 Year | -4.54% | -10.45% |
3 Year | 24.06% | 16.53% |
5 Year | 23.95% | 17.87% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 14.1% | 16.93% |
3 Year | 18.13% | 19.46% |
5 Year | 18.76% | 19.52% |
Risk Management
Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.27% | 13.08% |
Sharp | 0.79% | 0.47% |
Beta | 0.92% | 0.85% |
Alpha | 1.17% | -3.84% |
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Fund Managers
Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Name | Aditya Khemani | Shreyash Devalkar |
Total AUM | ₹12070 Cr | ₹166770 Cr |
Funds Managed | 3 | 14 |
Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.7 | 11.85 |
Mid Cap | 64.78 | 66.15 |
Large Cap | 12.59 | 16.73 |
Small Cap | 20.92 | 5.26 |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 0.72 | 11.75 |
Industrials | 10.14 | 13.75 |
Consumer Cyclical | 20.76 | 19.37 |
Healthcare | 16.35 | 12.44 |
Real Estate | 7.14 | 4.09 |
Financial Services | 22.9 | 13.75 |
Basic Materials | 9.5 | 9.07 |
Technology | 10.8 | 11.21 |
Communication Services | 1.69 | 2.22 |
Energy | - | 0.58 |
Utilities | - | 1.22 |
Consumer Defensive | - | 0.56 |
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