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 | 8.77% | 7.74% |
6 Month | -10.89% | -15.46% |
1 Year | 16.39% | 9.52% |
3 Year | 21.36% | 14.46% |
5 Year | 31.7% | 24.44% |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -6.46% | -7.95% |
1 Year | -4.54% | -13.55% |
3 Year | 24.06% | 15.48% |
5 Year | 23.95% | 15.9% |
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 | 0.79% | 0.41% |
Beta | 0.92% | 0.96% |
Alpha | 1.17% | -5.6% |
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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 | 1.7 | 4.94 |
Mid Cap | 64.78 | 66.51 |
Large Cap | 12.59 | 12.1 |
Small Cap | 20.92 | 16.45 |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 0.72 | 4.94 |
Industrials | 10.14 | 12.95 |
Consumer Cyclical | 20.76 | 19.16 |
Healthcare | 16.35 | 10.4 |
Real Estate | 7.14 | 2.83 |
Financial Services | 22.9 | 13.64 |
Basic Materials | 9.5 | 15.95 |
Technology | 10.8 | 10.06 |
Communication Services | 1.69 | 2.03 |
Energy | - | 3.09 |
Utilities | - | 2.04 |
Consumer Defensive | - | 2.91 |
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