Invesco India Midcap Fund vs Edelweiss Mid Cap Fund compare
Invesco India Midcap Fund - Growth Option
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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 | 3.51% | 3.07% |
6 Month | -4.89% | -7.09% |
1 Year | 21.14% | 17.98% |
3 Year | 22.35% | 22.34% |
5 Year | 30.61% | 33.78% |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -2.43% | -2.49% |
1 Year | -3.03% | -5.01% |
3 Year | 24.23% | 23.75% |
5 Year | 23.75% | 25.05% |
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% |
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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 |
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