Canara Robeco Mid Cap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Fund | Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5645 Cr | ₹2629 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 Apr 2007 | 02 Dec 2022 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 150 MidCap Index | BSE 150 MidCap Index |
Turn Over | 70% | 18% |
Expense Ratio | 1.8 | 1.96 |
Manager | Aditya Khemani | Shridatta Bhandwaldar |
ISIN Code | INF205K01BC9 | INF760K01KL5 |
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 | Canara Robeco Mid Cap Fund - Regular Plan - 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 | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
1 Month | 7.9% | 6.09% |
6 Month | -8.55% | -12.24% |
1 Year | 18.4% | 6.77% |
3 Year | 21.1% | - |
5 Year | 29.16% | - |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | -5.4% | -6.87% |
1 Year | -9.31% | -18.47% |
3 Year | 21.27% | - |
5 Year | 21.95% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 14.1% | 41.73% |
3 Year | 18.13% | - |
5 Year | 18.76% | - |
Risk Management
Scheme Name | Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 13.27% | - |
Sharp | 0.8% | - |
Beta | 0.93% | - |
Alpha | 1.49% | - |
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Fund Managers
Scheme Name | Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Name | Aditya Khemani | Shridatta Bhandwaldar |
Total AUM | ₹12070 Cr | ₹69491 Cr |
Funds Managed | 3 | 12 |
Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
Market Cap
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 2.1 | 6.55 |
Mid Cap | 64.75 | 70.18 |
Large Cap | 13.09 | 16.03 |
Small Cap | 20.07 | 7.24 |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 0.35 | 3.52 |
Industrials | 9.48 | 15.88 |
Consumer Cyclical | 19.8 | 19.49 |
Healthcare | 18.02 | 8.83 |
Real Estate | 7.12 | 5.6 |
Financial Services | 23.61 | 18.24 |
Basic Materials | 9.73 | 6.68 |
Technology | 10.12 | 11.09 |
Communication Services | 1.75 | 3.62 |
Utilities | - | 4.41 |
Energy | - | 1.53 |
Consumer Defensive | - | 1.11 |
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