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) | ₹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 |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 8.24% | 4.24% |
| 6 Month | 13.68% | 3.08% |
| 1 Year | 45.13% | 30.89% |
| 3 Year | 25.52% | 17.39% |
| 5 Year | 28.43% | 22.92% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 42.39% | 23.49% |
| 3 Year | 36.98% | 26.1% |
| 5 Year | 32.03% | 24.39% |
| 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 | 1.15% | 0.76% |
| Beta | 0.89% | 0.81% |
| Alpha | 2.51% | -2.57% |
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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 | 1.17 | 5.54 |
| Small Cap | 18.86 | 6.72 |
| Mid Cap | 66 | 69.81 |
| Large Cap | 13.97 | 17.97 |
| 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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