Bandhan Midcap Fund Regular vs Invesco India Midcap Fund compare

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tortoise-icon Bandhan Midcap Fund Regular - Growth

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tortoise-icon Invesco India Midcap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1386 Cr ₹5216 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 2.09 1.85
Manager Harshal Joshi Aditya Khemani
ISIN Code INF194KB1DM6 INF205K01BC9
Exits Load Exit load of 1%, if redeemed within 1 year./365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Bandhan Midcap Fund Regular - Growth Invesco India Midcap Fund - Growth Option
1 Month -6.06% -4.47%
6 Month 9.66% 15.77%
1 Year 35.8% 43.65%
3 Year - 21.57%
5 Year - 26.77%

SIP Return Analysis

Scheme Name Bandhan Midcap Fund Regular - Growth Invesco India Midcap Fund - Growth Option
6 Month - -
1 Year 27.83% 35.96%
3 Year - 33.13%
5 Year - 29.93%

Rolling Lumpsum Returns

Scheme Name Bandhan Midcap Fund Regular - Growth Invesco India Midcap Fund - Growth Option
1 Year 43.97% 13.8%
3 Year - 17.68%
5 Year - 18.59%

Risk Management

Scheme Name Bandhan Midcap Fund Regular - Growth Invesco India Midcap Fund - Growth Option
Standard Deviation 2.58% 13.27%
Sharp - 1.05%
Beta - 0.89%
Alpha - 1.54%

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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
Fund Manage 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 3.19 4.81
Mid Cap 66.52 63.72
Small Cap 16.63 15.89
Large Cap 13.66 15.58

Sector Allocation

Scheme Name

Bandhan Midcap Fund Regular - Growth

Invesco India Midcap Fund - Growth Option

Others 3.19 0.91
Industrial Products 12.57 -
Auto Components 10.22 -
Consumer Durables 6.82 -
Finance 2.77 -
Healthcare Services 2.11 -
Retailing 6.93 -
Pharmaceuticals & Biotechnology 4.05 -
Electrical Equipment 8.04 -
Chemicals & Petrochemicals 2.77 -
IT - Software 5.98 -
Leisure Services 2.87 -
Aerospace & Defense 1.55 -
Banks 2.95 -
Automobiles 3.33 -
Capital Markets 0.47 -
Telecom - Services 3.26 -
IT - Services 1.74 -
Fertilizers & Agrochemicals 1.85 -
Beverages 1.32 -
Ferrous Metals 0.92 -
Personal Products 0.44 -
Oil 1.45 -
Household Products 0.28 -
Financial Technology (Fintech) 2.02 -
Diversified 0.83 2.29
Realty 3.27 -
Food Products 0.15 -
Industrial Manufacturing 1.9 -
Commercial Services & Supplies 0.7 -
Power 2.11 -
Cement & Cement Products 0.91 -
Textiles & Apparels 0.23 -
Materials - 5.34
Automobile - 9.1
Healthcare - 12.04
Insurance - 1.7
Services - 14.95
Consumer Staples - 1.89
Financial - 15.38
Capital Goods - 13.15
Construction - 7.57
Metals & Mining - 2.83
Technology - 3.97
Consumer Discretionary - 3.88
Communication - 2.52
Energy - 1.47
Textiles - 1.01

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