Axis Midcap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
| 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) | ₹5216 Cr | ₹30145 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 19 Apr 2007 | 06 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 | 1.85 | 1.57 |
| Manager | Aditya Khemani | Shreyash Devalkar |
| ISIN Code | INF205K01BC9 | INF846K01859 |
| 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 for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.6% | -5.81% |
| 6 Month | 15.61% | 7.82% |
| 1 Year | 43.46% | 34.55% |
| 3 Year | 21.55% | 14.3% |
| 5 Year | 26.77% | 22.2% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 35.96% | 26.37% |
| 3 Year | 33.13% | 25.28% |
| 5 Year | 29.93% | 24.07% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.8% | 16.59% |
| 3 Year | 17.68% | 19.75% |
| 5 Year | 18.59% | 19.46% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.27% | 13.08% |
| Sharp | 1.05% | 0.71% |
| Beta | 0.89% | 0.81% |
| Alpha | 1.54% | -2.93% |
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| 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 |
| Fund Manage | 3 | 14 |
| Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.81 | 9.13 |
| Mid Cap | 63.72 | 65.23 |
| Small Cap | 15.89 | 3.26 |
| Large Cap | 15.58 | 22.39 |
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.91 | 5.04 |
| Materials | 5.34 | 7.43 |
| Automobile | 9.1 | 11.62 |
| Healthcare | 12.04 | 8.69 |
| Insurance | 1.7 | 0.52 |
| Services | 14.95 | 10.09 |
| Consumer Staples | 1.89 | - |
| Financial | 15.38 | 12.69 |
| Capital Goods | 13.15 | 17.55 |
| Construction | 7.57 | 3.38 |
| Metals & Mining | 2.83 | 2.62 |
| Technology | 3.97 | 3.37 |
| Consumer Discretionary | 3.88 | 1.68 |
| Communication | 2.52 | 2.16 |
| Diversified | 2.29 | 2.09 |
| Energy | 1.47 | 3.26 |
| Textiles | 1.01 | 0.69 |
| Chemicals | - | 7.13 |
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