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DSP Midcap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
DSP Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5645 Cr | ₹17762 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 19 Apr 2007 | 14 Nov 2006 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 70% | 22% |
| Expense Ratio | 1.8 | 1.68 |
| Manager | Aditya Khemani | Vinit Sambre |
| ISIN Code | INF205K01BC9 | INF740K01128 |
| 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 | DSP Midcap 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 | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.5% | 1.56% |
| 6 Month | -1.88% | -6.11% |
| 1 Year | 16.43% | 8.5% |
| 3 Year | 22.89% | 15.69% |
| 5 Year | 30.42% | 22.6% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.43% | -4.43% |
| 1 Year | -3.03% | -13.64% |
| 3 Year | 24.23% | 14.86% |
| 5 Year | 23.75% | 15.27% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.1% | 13.63% |
| 3 Year | 18.13% | 16.56% |
| 5 Year | 18.76% | 16.41% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.27% | 14.37% |
| Sharp | 0.8% | 0.47% |
| Beta | 0.93% | 0.98% |
| Alpha | 1.49% | -4.67% |
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Fund Managers
| Scheme Name | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Aditya Khemani | Vinit Sambre |
| Total AUM | ₹12070 Cr | ₹31142 Cr |
| Funds Managed | 3 | 3 |
| Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.1 | 4.82 |
| Mid Cap | 64.75 | 67.05 |
| Large Cap | 13.09 | 11.83 |
| Small Cap | 20.07 | 16.3 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.35 | 4.82 |
| Industrials | 9.48 | 11.25 |
| Consumer Cyclical | 19.8 | 19.49 |
| Healthcare | 18.02 | 10.96 |
| Real Estate | 7.12 | 2.99 |
| Financial Services | 23.61 | 13.74 |
| Basic Materials | 9.73 | 16.21 |
| Technology | 10.12 | 10.74 |
| Communication Services | 1.75 | 2.19 |
| Energy | - | 2.83 |
| Utilities | - | 1.68 |
| Consumer Defensive | - | 3.12 |
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