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 | 8.29% | 8.03% |
6 Month | -11.72% | -12.01% |
1 Year | 18.51% | 17.58% |
3 Year | 22.15% | 21.92% |
5 Year | 31.34% | 34.88% |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -6.46% | -7.47% |
1 Year | -4.54% | -7.67% |
3 Year | 24.06% | 23.4% |
5 Year | 23.95% | 25.27% |
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 | 0.79% | 0.992% |
Beta | 0.92% | 0.906% |
Alpha | 1.17% | 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 | 1.7 | 4.44 |
Mid Cap | 64.78 | 72.33 |
Large Cap | 12.59 | 9.66 |
Small Cap | 20.92 | 13.57 |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.72 | 3.54 |
Industrials | 10.14 | 14.33 |
Consumer Cyclical | 20.76 | 17.24 |
Healthcare | 16.35 | 12.6 |
Real Estate | 7.14 | 3.84 |
Financial Services | 22.9 | 20.96 |
Basic Materials | 9.5 | 7.86 |
Technology | 10.8 | 11.5 |
Communication Services | 1.69 | 1.79 |
Consumer Defensive | - | 4.99 |
Energy | - | 1.35 |
Utilities | - | 0 |
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