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) ₹5216 Cr ₹6621 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 1.85 1.76
Manager Aditya Khemani Trideep Bhattacharya
ISIN Code INF205K01BC9 INF843K01013
Exits Load Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month 9.02% 4.55%
6 Month 39.76% 29.57%
1 Year 57.43% 59.66%
3 Year 26.05% 28.36%
5 Year 30.01% 32.3%

SIP Return Analysis

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 23.2% 23.66%
3 Year 53.33% 55.01%
5 Year 103.01% 115.03%

Rolling Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 28.73% 32.36%
3 Year 75.07% 84.42%
5 Year 115.7% 130.89%

Risk Management

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.27% 13.78%
Sharp 1.28% 1.29%
Beta 0.92% 0.91%
Alpha 1.49% 0.28%

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
Fund Manage 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 4.81 9.49
Mid Cap 63.72 62.94
Small Cap 15.89 14.49
Large Cap 15.58 13.08

Sector Allocation

Scheme Name

Invesco India Midcap Fund - Growth Option

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 0.91 3.31
Materials 5.34 5.49
Automobile 9.1 11.39
Healthcare 12.04 6.29
Insurance 1.7 -
Services 14.95 11.48
Consumer Staples 1.89 1.87
Financial 15.38 14.64
Capital Goods 13.15 20.88
Construction 7.57 4.54
Metals & Mining 2.83 6.29
Technology 3.97 5.63
Consumer Discretionary 3.88 1.97
Communication 2.52 1.48
Diversified 2.29 -
Energy 1.47 0.95
Textiles 1.01 0.31
Chemicals - 3.48

Top Comparisons

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

3Y Returns15.1%

VS

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

3Y Returns25.29%

Compare Now

ICICI Prudential All Seasons Bond Fund - Growth ICICI Prudential All Seasons Bond Fund - Growth

3Y Returns6.34%

VS

Mirae Asset Dynamic Bond Fund-Regular Plan Growth Mirae Asset Dynamic Bond Fund-Regular Plan Growth

3Y Returns4.29%

Compare Now

PGIM India Liquid Fund - Growth PGIM India Liquid Fund - Growth

3Y Returns5.92%

VS

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns6.05%

Compare Now

ICICI Prudential Dividend Yield Equity Fund Growth Option ICICI Prudential Dividend Yield Equity Fund Growth Option

3Y Returns28.41%

VS

HDFC Dividend Yield Fund - Growth Plan HDFC Dividend Yield Fund - Growth Plan

3Y Returns25.76%

Compare Now
Request call back
Add to Cart Successfully