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 Risk Very High Risk
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 -6.28% -7.38%
6 Month -7.65% -10.92%
1 Year 15.23% 13.14%
3 Year 21.08% 21.91%
5 Year 21.68% 24.09%

SIP Return Analysis

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year -2.63% -6.07%
3 Year 22.98% 22.37%
5 Year 23.92% 25.43%

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 0.84% 0.992%
Beta 0.94% 0.906%
Alpha 0.48% 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
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 1.17 9.49
Small Cap 18.86 14.49
Mid Cap 66 62.94
Large Cap 13.97 13.08

Sector Allocation

Scheme Name

Invesco India Midcap Fund - Growth Option

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 1.17 3.31
Realty 7.78 -
Industrial Products 9.16 -
Auto Components 7.58 -
Healthcare Services 6.77 -
Retailing 9.78 -
Insurance 4.71 -
Consumer Durables 8.24 -
Leisure Services 5.6 -
Pharmaceuticals & Biotechnology 6.61 -
Capital Markets 3.61 -
Finance 5.98 -
Banks 4.53 -
Ferrous Metals 1.34 -
IT - Software 6.45 -
Telecom - Services 1.38 -
Electrical Equipment 2.4 -
Transport Services 2.48 -
Cement & Cement Products 2.89 -
Industrial Manufacturing 1.54 -
Materials - 5.49
Consumer Staples - 1.87
Healthcare - 6.29
Financial - 14.64
Services - 11.48
Capital Goods - 20.88
Construction - 4.54
Automobile - 11.39
Communication - 1.48
Metals & Mining - 6.29
Consumer Discretionary - 1.97
Technology - 5.63
Energy - 0.95
Chemicals - 3.48
Textiles - 0.31

Top Comparisons

HDFC Credit Risk Debt Fund - Growth Option HDFC Credit Risk Debt Fund - Growth Option

3Y Returns6.26%

VS

BANDHAN Credit Risk Fund - Regular Plan Growth BANDHAN Credit Risk Fund - Regular Plan Growth

3Y Returns5.51%

Compare Now

Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns14.77%

VS

Tata Multi Asset Opportunities Fund-Regular Plan-Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth

3Y Returns11.63%

Compare Now

Tata Flexi Cap Fund -Regular Plan-Growth Tata Flexi Cap Fund -Regular Plan-Growth

3Y Returns12.5%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns14.95%

Compare Now

SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH

3Y Returns11.15%

VS

LIC MF Children's Gift Fund-Growth LIC MF Children's Gift Fund-Growth

3Y Returns9.4%

Compare Now
Add to Cart Successfully