Bandhan Midcap Fund Regular vs Invesco India Midcap Fund compare
Bandhan Midcap Fund Regular - Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Bandhan Midcap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Fund | Bandhan Midcap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1491 Cr | ₹5645 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 18 Aug 2022 | 19 Apr 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 150 MidCap Index | BSE 150 MidCap Index |
Turn Over | % | 70% |
Expense Ratio | 2.1 | 1.8 |
Manager | Harshal Joshi | Aditya Khemani |
ISIN Code | INF194KB1DM6 | INF205K01BC9 |
Exits Load | Bandhan Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Mid Cap 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 | Bandhan Midcap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Month | 6.78% | 8.29% |
6 Month | -16.35% | -11.72% |
1 Year | 9.13% | 18.51% |
3 Year | - | 22.15% |
5 Year | - | 31.34% |
SIP Return Analysis
Scheme Name | Bandhan Midcap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | -9.98% | -6.46% |
1 Year | -15.6% | -4.54% |
3 Year | - | 24.06% |
5 Year | - | 23.95% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Midcap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Year | 40.39% | 14.1% |
3 Year | - | 18.13% |
5 Year | - | 18.76% |
Risk Management
Scheme Name | Bandhan Midcap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Standard Deviation | - | 13.27% |
Sharp | - | 0.79% |
Beta | - | 0.92% |
Alpha | - | 1.17% |
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Fund Managers
Scheme Name | Bandhan Midcap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Name | Harshal Joshi | Aditya Khemani |
Total AUM | ₹42965 Cr | ₹12070 Cr |
Funds Managed | 20 | 3 |
Bandhan Midcap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
Market Cap
Scheme Name |
Bandhan Midcap Fund Regular - Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 5.79 | 1.7 |
Mid Cap | 65.45 | 64.78 |
Large Cap | 16.24 | 12.59 |
Small Cap | 12.52 | 20.92 |
Sector Allocation
Scheme Name |
Bandhan Midcap Fund Regular - Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 6.1 | 0.72 |
Industrials | 17.88 | 10.14 |
Consumer Cyclical | 21.79 | 20.76 |
Technology | 13.36 | 10.8 |
Healthcare | 12.44 | 16.35 |
Basic Materials | 8.68 | 9.5 |
Financial Services | 10.54 | 22.9 |
Communication Services | 2.14 | 1.69 |
Consumer Defensive | 1.47 | - |
Real Estate | 3.87 | 7.14 |
Utilities | 1.71 | - |
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