Axis 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 Axis Midcap Fund - Regular Plan - 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 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

Trailing Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Axis Midcap Fund - Regular Plan - Growth
1 Month 1.26% -0.8%
6 Month 26.08% 21.56%
1 Year 56.02% 45.3%
3 Year 24.56% 17.61%
5 Year 29.43% 24.78%

SIP Return Analysis

Scheme Name Invesco India Midcap Fund - Growth Option Axis Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year 23.2% 22.32%
3 Year 53.33% 43.83%
5 Year 103.01% 85.21%

Rolling Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Axis Midcap Fund - Regular Plan - Growth
1 Year 28.73% 25.5%
3 Year 75.07% 62.31%
5 Year 115.7% 94.68%

Risk Management

Scheme Name Invesco India Midcap Fund - Growth Option Axis Midcap Fund - Regular Plan - Growth
Standard Deviation 13.27% 13.08%
Sharp 1.27% 0.93%
Beta 0.89% 0.8%
Alpha 2.17% -1.95%

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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
Fund Manage 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 4.81 9.13
Mid Cap 63.72 65.23
Small Cap 15.89 3.26
Large Cap 15.58 22.39

Sector Allocation

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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