Invesco India Midcap Fund vs Motilal Oswal Midcap Fund compare
Invesco India Midcap Fund - Growth Option
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Fund | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5625 Cr | ₹20056 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 19 Apr 2007 | 24 Feb 2014 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 70% | 120% |
| Expense Ratio | 1.82 | 1.62 |
| Manager | Aditya Khemani | Rakesh Shetty |
| ISIN Code | INF205K01BC9 | INF247L01411 |
| 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 | Motilal Oswal Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -8.74% | -11.92% |
| 6 Month | 3.04% | 0.74% |
| 1 Year | 27.09% | 31.42% |
| 3 Year | 20.77% | 28.2% |
| 5 Year | 24.61% | 28.51% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 19.27% | 21.54% |
| 3 Year | 30.45% | 36.53% |
| 5 Year | 28.13% | 36.06% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 13.8% | 17.56% |
| 3 Year | 17.68% | 17.47% |
| 5 Year | 18.59% | 13.2% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 13.31% |
| Sharp | 1.12% | 1.86% |
| Beta | 0.88% | 0.83% |
| Alpha | 3.06% | 11.3% |
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| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Name | Aditya Khemani | Rakesh Shetty |
| Total AUM | ₹12070 Cr | ₹33886 Cr |
| Fund Manage | 3 | 19 |
| Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 1.17 | 2.4 |
| Small Cap | 18.86 | 1.86 |
| Mid Cap | 66 | 71.9 |
| Large Cap | 13.97 | 23.85 |
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 1.17 | 2.4 |
| Realty | 7.78 | 2.4 |
| Industrial Products | 9.16 | 9.29 |
| Auto Components | 7.58 | 9.57 |
| Healthcare Services | 6.77 | 3.81 |
| Retailing | 9.78 | 3.92 |
| Insurance | 4.71 | - |
| Consumer Durables | 8.24 | 15.71 |
| Leisure Services | 5.6 | - |
| Pharmaceuticals & Biotechnology | 6.61 | 1.39 |
| Capital Markets | 3.61 | 1.78 |
| Finance | 5.98 | 8.04 |
| Banks | 4.53 | - |
| Ferrous Metals | 1.34 | - |
| IT - Software | 6.45 | 20.67 |
| Telecom - Services | 1.38 | 0.59 |
| Electrical Equipment | 2.4 | 2.63 |
| Transport Services | 2.48 | - |
| Cement & Cement Products | 2.89 | - |
| Industrial Manufacturing | 1.54 | - |
| Automobiles | - | 11.89 |
| Chemicals & Petrochemicals | - | 3.46 |
| Financial Technology (Fintech) | - | 2.46 |
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