Invesco India Midcap Fund vs Quant Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Midcap Fund - Growth Option

Invest Now

tortoise-icon Quant Mid Cap Fund-Growth

Invest Now

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) ₹5625 Cr ₹8941 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 19 Apr 2007 21 Mar 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 1.82 1.73
Manager Aditya Khemani Sanjeev Sharma
ISIN Code INF205K01BC9 INF966L01176
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 Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Quant Mid Cap Fund-Growth
1 Month 7.27% 0.62%
6 Month 12.7% -11.76%
1 Year 48.33% 18.81%
3 Year 26.86% 23.01%
5 Year 28.54% 31.56%

SIP Return Analysis

Scheme Name Invesco India Midcap Fund - Growth Option Quant Mid Cap Fund-Growth
6 Month - -
1 Year 42.39% -2.77%
3 Year 36.98% 24.31%
5 Year 32.03% 30.07%

Rolling Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Quant Mid Cap Fund-Growth
1 Year 13.8% 12.47%
3 Year 17.68% 11.42%
5 Year 18.59% 10.35%

Risk Management

Scheme Name Invesco India Midcap Fund - Growth Option Quant Mid Cap Fund-Growth
Standard Deviation 13.27% 15.85%
Sharp 1.15% 1.43%
Beta 0.89% 0.88%
Alpha 2.51% 5.07%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 1.17 12.39
Small Cap 18.86 -
Mid Cap 66 69.78
Large Cap 13.97 17.85

Sector Allocation

Scheme Name

Invesco India Midcap Fund - Growth Option

Quant Mid Cap Fund-Growth

Others 1.17 12.39
Realty 7.78 -
Industrial Products 9.16 -
Auto Components 7.58 6.21
Healthcare Services 6.77 -
Retailing 9.78 -
Insurance 4.71 1.05
Consumer Durables 8.24 -
Leisure Services 5.6 1.62
Pharmaceuticals & Biotechnology 6.61 11.58
Capital Markets 3.61 -
Finance 5.98 4.13
Banks 4.53 -
Ferrous Metals 1.34 11.77
IT - Software 6.45 3.99
Telecom - Services 1.38 4.5
Electrical Equipment 2.4 -
Transport Services 2.48 7.91
Cement & Cement Products 2.89 -
Industrial Manufacturing 1.54 -
Petroleum Products - 9.72
Diversified FMCG - 5.34
Agricultural Food & other Products - 5.86
Power - 1.74
Chemicals & Petrochemicals - 4.28
Construction - 7.93

Top Comparisons

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns6.35%

VS

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns5.7%

Compare Now

SBI Magnum Medium Duration Fund - Regular Plan - Growth SBI Magnum Medium Duration Fund - Regular Plan - Growth

3Y Returns6.12%

VS

HSBC Medium Duration Fund - Regular Growth HSBC Medium Duration Fund - Regular Growth

3Y Returns5.76%

Compare Now

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns22.5%

VS

Axis Nifty 100 Index Fund - Regular Plan - Growth Option Axis Nifty 100 Index Fund - Regular Plan - Growth Option

3Y Returns12.41%

Compare Now

Franklin India Savings Fund - Growth Option Franklin India Savings Fund - Growth Option

3Y Returns6.38%

VS

ICICI Prudential Money Market Fund Option - Growth ICICI Prudential Money Market Fund Option - Growth

3Y Returns6.56%

Compare Now
Request call back
Add to Cart Successfully