Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss Mid Cap Fund vs Invesco India Midcap Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Midcap Fund - Growth Option

Invest Now

tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Fund Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5645 Cr ₹8268 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 19 Apr 2007 26 Dec 2007
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark BSE 150 MidCap Index NIFTY Midcap 150 TRI
Turn Over 70% 43%
Expense Ratio 1.8 1.73
Manager Aditya Khemani Trideep Bhattacharya
ISIN Code INF205K01BC9 INF843K01013
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 Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month 2.5% 2.35%
6 Month -1.88% -4.62%
1 Year 16.43% 14.64%
3 Year 22.91% 23.04%
5 Year 30.42% 33.58%

SIP Return Analysis

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month 0.23% -0.25%
1 Year -0.28% -3.22%
3 Year 25.26% 24.51%
5 Year 24.17% 25.28%

Rolling Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 14.1% 16.08%
3 Year 18.13% 20.39%
5 Year 18.76% 20.04%

Risk Management

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.27% 15.57%
Sharp 0.8% 0.992%
Beta 0.93% 0.906%
Alpha 1.49% 1.762%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Name Aditya Khemani Trideep Bhattacharya
Total AUM ₹12070 Cr ₹0 Cr
Funds Managed 3 9
Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Invesco India Midcap Fund - Growth Option

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 2.1 4.44
Mid Cap 64.75 72.33
Large Cap 13.09 9.66
Small Cap 20.07 13.57

Sector Allocation

Scheme Name

Invesco India Midcap Fund - Growth Option

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 0.35 3.54
Industrials 9.48 14.33
Consumer Cyclical 19.8 17.24
Healthcare 18.02 12.6
Real Estate 7.12 3.84
Financial Services 23.61 20.96
Basic Materials 9.73 7.86
Technology 10.12 11.5
Communication Services 1.75 1.79
Consumer Defensive - 4.99
Energy - 1.35
Utilities - 0

Top Comparisons

Bajaj Finserv Large and Mid Cap Fund - Reg (G) Bajaj Finserv Large and Mid Cap Fund - Reg (G)

3Y Returns0%

VS

SBI Large & MIDCap Fund- Regular Plan -Growth SBI Large & MIDCap Fund- Regular Plan -Growth

3Y Returns16.38%

Compare Now

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

3Y Returns12.88%

VS

Kotak Equity Hybrid - Growth Kotak Equity Hybrid - Growth

3Y Returns13.95%

Compare Now

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns20.55%

VS

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns14.85%

Compare Now

Sundaram Arbitrage Fund Regular Growth Sundaram Arbitrage Fund Regular Growth

3Y Returns6.38%

VS

Kotak Equity Arbitrage Fund - Growth Kotak Equity Arbitrage Fund - Growth

3Y Returns6.96%

Compare Now
Add to Cart Successfully