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) | ₹5216 Cr | ₹12583 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 19 Apr 2007 | 02 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 | 1.85 | 1.69 |
| Manager | Aditya Khemani | Rakesh Shetty |
| ISIN Code | INF205K01BC9 | INF247L01411 |
| Exits Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | Exit load of 1% if redeemed within 1 year./365 |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -4.47% | -3.23% |
| 6 Month | 15.77% | 24.16% |
| 1 Year | 43.65% | 57.57% |
| 3 Year | 21.57% | 31.77% |
| 5 Year | 26.77% | 31.41% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 35.96% | 50.71% |
| 3 Year | 33.13% | 43.03% |
| 5 Year | 29.93% | 39.38% |
| 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 | 1.05% | 1.86% |
| Beta | 0.89% | 0.83% |
| Alpha | 1.54% | 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 | 4.81 | 10.12 |
| Mid Cap | 63.72 | 65.19 |
| Small Cap | 15.89 | 2.31 |
| Large Cap | 15.58 | 22.37 |
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 0.91 | 3.09 |
| Materials | 5.34 | - |
| Automobile | 9.1 | 11.86 |
| Healthcare | 12.04 | 6.12 |
| Insurance | 1.7 | - |
| Services | 14.95 | 8.85 |
| Consumer Staples | 1.89 | - |
| Financial | 15.38 | 11.61 |
| Capital Goods | 13.15 | 7.41 |
| Construction | 7.57 | 8.26 |
| Metals & Mining | 2.83 | - |
| Technology | 3.97 | 13.79 |
| Consumer Discretionary | 3.88 | 11.42 |
| Communication | 2.52 | 10.65 |
| Diversified | 2.29 | - |
| Energy | 1.47 | 3.76 |
| Textiles | 1.01 | - |
| Chemicals | - | 3.17 |
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