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 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 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
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
DSP Nifty Bank Index Fund - Regular (G)
3Y Returns0%
Tata Floating Rate Fund-Regular Plan-Growth
3Y Returns6.49%
Axis Floater Fund - Regular Plan - Growth
3Y Returns7.05%
Kotak Credit Risk Fund - Growth
3Y Returns4.93%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns6.76%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.56%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.56%