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 Average
Asset Size (Cr) ₹5625 Cr ₹30008 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 1.82 1.57
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 -8.74% -6.93%
6 Month 3.04% -3.69%
1 Year 27.09% 20.03%
3 Year 20.77% 14.12%
5 Year 24.61% 20.6%

SIP Return Analysis

Scheme Name Invesco India Midcap Fund - Growth Option Axis Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year 19.27% 7.73%
3 Year 30.45% 21.31%
5 Year 28.13% 21.41%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Invesco India Midcap Fund - Growth Option Axis Midcap Fund - Regular Plan - Growth
Standard Deviation 13.27% 13.08%
Sharp 1.12% 0.72%
Beta 0.88% 0.81%
Alpha 3.06% -2.31%

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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 1.17 5.54
Small Cap 18.86 6.72
Mid Cap 66 69.81
Large Cap 13.97 17.97

Sector Allocation

Scheme Name

Invesco India Midcap Fund - Growth Option

Axis Midcap Fund - Regular Plan - Growth

Others 1.17 5.54
Realty 7.78 4.93
Industrial Products 9.16 7.04
Auto Components 7.58 10.37
Healthcare Services 6.77 4.03
Retailing 9.78 4.95
Insurance 4.71 1.66
Consumer Durables 8.24 3.39
Leisure Services 5.6 3.18
Pharmaceuticals & Biotechnology 6.61 7.54
Capital Markets 3.61 1.32
Finance 5.98 6.28
Banks 4.53 4.49
Ferrous Metals 1.34 0.35
IT - Software 6.45 6.78
Telecom - Services 1.38 2.15
Electrical Equipment 2.4 5.55
Transport Services 2.48 0.27
Cement & Cement Products 2.89 1.59
Industrial Manufacturing 1.54 0.84
IT - Services - 0.67
Aerospace & Defense - 1.26
Petroleum Products - 0.45
Fertilizers & Agrochemicals - 4.63
Power - 2.16
Personal Products - 1.03
Oil - 0.14
Chemicals & Petrochemicals - 2.95
Financial Technology (Fintech) - 1.44
Diversified - 0.66
Automobiles - 1.62
Textiles & Apparels - 0.78

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