Invesco India Midcap Fund vs Quant Mid Cap Fund compare

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tortoise-icon Invesco India Midcap Fund - Growth Option

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tortoise-icon Quant Mid Cap Fund-Growth

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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 Quant Mid Cap Fund-Growth
Fund Invesco India Midcap Fund - Growth Option Quant Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5216 Cr ₹8713 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 19 Apr 2007 26 Feb 2001
Category Mid Cap Mid Cap
Fund Type Open Ended Open-ended
Benchmark BSE 150 MidCap Index NIFTY Midcap 150 TRI
Turn Over 70% %
Expense Ratio 1.85 1.74
Manager Aditya Khemani Sanjeev Sharma
ISIN Code INF205K01BC9 INF966L01176
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 0.50% if redeemed within 3 months./365

Trailing Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Quant Mid Cap Fund-Growth
1 Month -5.68% -0.91%
6 Month 19.89% 19.75%
1 Year 54.73% 57.66%
3 Year 22.75% 31.96%
5 Year 27.09% 37.24%

SIP Return Analysis

Scheme Name Invesco India Midcap Fund - Growth Option Quant Mid Cap Fund-Growth
6 Month - -
1 Year 23.2% 29.27%
3 Year 53.33% 71.16%
5 Year 103.01% 158.32%

Rolling Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Quant Mid Cap Fund-Growth
1 Year 13.93% 11.9%
3 Year 17.71% 11.84%
5 Year 18.54% 10.64%

Risk Management

Scheme Name Invesco India Midcap Fund - Growth Option Quant Mid Cap Fund-Growth
Standard Deviation 13.27% 15.85%
Sharp 1.27% 1.43%
Beta 0.91% 0.88%
Alpha 2.71% 5.07%

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Fund Managers

Scheme Name Invesco India Midcap Fund - Growth Option Quant Mid Cap Fund-Growth
Name Aditya Khemani Sanjeev Sharma
Total AUM ₹12070 Cr ₹39731 Cr
Fund Manage 3 22
Invesco India Midcap Fund - Growth Option Quant Mid Cap Fund-Growth

Market Cap

Scheme Name

Invesco India Midcap Fund - Growth Option

Quant Mid Cap Fund-Growth

Others 4.81 12.92
Mid Cap 63.72 65.62
Small Cap 15.89 -
Large Cap 15.58 21.46

Sector Allocation

Scheme Name

Invesco India Midcap Fund - Growth Option

Quant Mid Cap Fund-Growth

Others 0.91 0.34
Materials 5.34 -
Automobile 9.1 9.88
Healthcare 12.04 12.29
Insurance 1.7 -
Services 14.95 14.39
Consumer Staples 1.89 -
Financial 15.38 18.55
Capital Goods 13.15 -
Construction 7.57 -
Metals & Mining 2.83 11.79
Technology 3.97 2.78
Consumer Discretionary 3.88 -
Communication 2.52 5.23
Diversified 2.29 -
Energy 1.47 19.51
Textiles 1.01 -
Chemicals - 5.24

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