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 | 1.96% | 3.51% |
6 Month | -11.35% | -4.89% |
1 Year | 10.17% | 21.14% |
3 Year | - | 22.35% |
5 Year | - | 30.61% |
SIP Return Analysis
Scheme Name | Bandhan Midcap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | -5.47% | -2.43% |
1 Year | -14.46% | -3.03% |
3 Year | - | 24.23% |
5 Year | - | 23.75% |
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 | - | 0.8% |
Beta | - | 0.93% |
Alpha | - | 1.49% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 2.1 |
Mid Cap | 65.45 | 64.75 |
Large Cap | 16.24 | 13.09 |
Small Cap | 12.52 | 20.07 |
Sector Allocation
Scheme Name |
Bandhan Midcap Fund Regular - Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 6.1 | 0.35 |
Industrials | 17.88 | 9.48 |
Consumer Cyclical | 21.79 | 19.8 |
Technology | 13.36 | 10.12 |
Healthcare | 12.44 | 18.02 |
Basic Materials | 8.68 | 9.73 |
Financial Services | 10.54 | 23.61 |
Communication Services | 2.14 | 1.75 |
Consumer Defensive | 1.47 | - |
Real Estate | 3.87 | 7.12 |
Utilities | 1.71 | - |
Top Comparisons
SBI Magnum Comma Fund - Regular Plan - Growth
3Y Returns9.38%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns21.14%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns14.47%
HSBC Large Cap Fund - Regular Growth
3Y Returns13.54%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.01%
DSP Ultra Short Fund - Regular Plan - Growth
3Y Returns6.4%
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns6.63%
Axis Equity ETFs FOF - Regular Plan - Growth Option
3Y Returns10.99%