Invesco India Midcap Fund vs Motilal Oswal Midcap Fund compare

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tortoise-icon Invesco India Midcap Fund - Growth Option

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tortoise-icon Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹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

Trailing Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Month 8.62% 3.24%
6 Month 29.3% 34.13%
1 Year 51.4% 69.98%
3 Year 24.99% 38.51%
5 Year 29.56% 34.26%

SIP Return Analysis

Scheme Name Invesco India Midcap Fund - Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month - -
1 Year 23.2% 25.36%
3 Year 53.33% 68.32%
5 Year 103.01% 137.54%

Rolling Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Year 28.73% 33.77%
3 Year 75.07% 102.56%
5 Year 115.7% 158.43%

Risk Management

Scheme Name Invesco India Midcap Fund - Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Standard Deviation 13.27% 13.31%
Sharp 1.23% 1.86%
Beta 0.92% 0.83%
Alpha 0.18% 11.3%

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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
Fund Manage 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

Large Cap 15.58 22.37
Mid Cap 63.72 65.19
Small Cap 15.89 2.31
Others 4.81 10.12

Sector Allocation

Scheme Name

Invesco India Midcap Fund - Growth Option

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Services 14.95 8.85
Construction 7.57 8.26
Financial 15.38 11.61
Healthcare 12.04 6.12
Capital Goods 13.15 7.41
Consumer Discretionary 3.88 11.42
Automobile 9.1 11.86
Technology 3.97 13.79
Materials 5.34 -
Diversified 2.29 -
Consumer Staples 1.89 -
Insurance 1.7 -
Communication 2.52 10.65
Energy 1.47 3.76
Others 0.91 3.09
Metals & Mining 2.83 -
Textiles 1.01 -
Chemicals - 3.17

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