- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
Overview
| 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) | ₹5645 Cr | ₹24488 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 | 1.8 | 1.58 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 7.9% | 2.11% |
| 6 Month | -8.55% | -15.73% |
| 1 Year | 18.35% | 13.61% |
| 3 Year | 21.1% | 24.46% |
| 5 Year | 29.18% | 35.05% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -2.43% | -9.14% |
| 1 Year | -3.03% | -14.46% |
| 3 Year | 24.23% | 24.32% |
| 5 Year | 23.75% | 28.81% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 14.1% | 18.45% |
| 3 Year | 18.13% | 18.47% |
| 5 Year | 18.76% | 13.83% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 18.728% |
| Sharp | 0.8% | 1.047% |
| Beta | 0.93% | 0.892% |
| Alpha | 1.49% | 7.885% |
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 | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Name | Aditya Khemani | Rakesh Shetty |
| Total AUM | ₹12070 Cr | ₹33886 Cr |
| Funds Managed | 3 | 19 |
| Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 2.1 | 23.08 |
| Mid Cap | 64.75 | 69.66 |
| Large Cap | 13.09 | 7.25 |
| Small Cap | 20.07 | - |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 0.35 | 23.08 |
| Industrials | 9.48 | 11.09 |
| Consumer Cyclical | 19.8 | 16.09 |
| Healthcare | 18.02 | 5 |
| Real Estate | 7.12 | 2.8 |
| Financial Services | 23.61 | 0.09 |
| Basic Materials | 9.73 | 2.32 |
| Technology | 10.12 | 34.02 |
| Communication Services | 1.75 | 3.44 |
| Utilities | - | 2.06 |
Top Comparisons
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns14.82%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns2.24%
ICICI Prudential Passive Strategy Fund (FOF) - Growth
3Y Returns16.77%
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns6.63%
Baroda BNP Paribas Small Cap Fund - Regular (G)
3Y Returns0%
Tata Small Cap Fund Regular Growth
3Y Returns19.53%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns21.6%
Quant ESG Equity Fund Regular - Growth
3Y Returns13.08%
