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Invesco India Midcap Fund vs ICICI Prudential MidCap Fund compare
ICICI Prudential MidCap Fund - Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Fund | ICICI Prudential MidCap Fund - Growth | Invesco India Midcap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5975 Cr | ₹5645 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Oct 2004 | 19 Apr 2007 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | 73% | 70% |
| Expense Ratio | 1.91 | 1.8 |
| Manager | Sharmila D'mello | Aditya Khemani |
| ISIN Code | INF109K01AN2 | INF205K01BC9 |
| Exits Load | ICICI Prudential MidCap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Month | 1.78% | 3.51% |
| 6 Month | -9.41% | -4.89% |
| 1 Year | 7.42% | 21.14% |
| 3 Year | 18.23% | 22.35% |
| 5 Year | 30.7% | 30.61% |
SIP Return Analysis
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | -4% | -2.43% |
| 1 Year | -13.49% | -3.03% |
| 3 Year | 17.2% | 24.23% |
| 5 Year | 20.27% | 23.75% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 14.4% | 14.1% |
| 3 Year | 14.95% | 18.13% |
| 5 Year | 15.67% | 18.76% |
Risk Management
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 14.46% | 13.27% |
| Sharp | 0.64% | 0.8% |
| Beta | 0.92% | 0.93% |
| Alpha | -1.47% | 1.49% |
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Fund Managers
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Name | Sharmila D'mello | Aditya Khemani |
| Total AUM | ₹354743 Cr | ₹12070 Cr |
| Funds Managed | 35 | 3 |
| ICICI Prudential MidCap Fund - Growth | Invesco India Midcap Fund - Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 2.11 | 2.1 |
| Mid Cap | 68.2 | 64.75 |
| Small Cap | 15.98 | 20.07 |
| Large Cap | 13.72 | 13.09 |
Sector Allocation
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 1.97 | 0.35 |
| Basic Materials | 31.03 | 9.73 |
| Financial Services | 15.33 | 23.61 |
| Communication Services | 11.38 | 1.75 |
| Industrials | 18.68 | 9.48 |
| Healthcare | 2.68 | 18.02 |
| Consumer Cyclical | 9.4 | 19.8 |
| Real Estate | 8.9 | 7.12 |
| Consumer Defensive | 0.12 | - |
| Technology | 0.36 | 10.12 |
| Utilities | 0.15 | - |
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