Invesco India Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare
Invesco India Midcap Fund - Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5645 Cr | ₹11638 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 19 Apr 2007 | 19 Jul 2002 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
Turn Over | 70% | 45% |
Expense Ratio | 1.8 | 1.77 |
Manager | Aditya Khemani | Ratish Varier |
ISIN Code | INF205K01BC9 | INF903J01173 |
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 | Sundaram Mid Cap 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 | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 7.74% | 7.88% |
6 Month | -11.3% | -14.16% |
1 Year | 18.52% | 12.4% |
3 Year | 21.33% | 21.03% |
5 Year | 31.19% | 30.27% |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -6.46% | -7.34% |
1 Year | -4.54% | -9.78% |
3 Year | 24.06% | 21.53% |
5 Year | 23.95% | 22.98% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 14.1% | 21.47% |
3 Year | 18.13% | 18.34% |
5 Year | 18.76% | 18.67% |
Risk Management
Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.27% | 16.453% |
Sharp | 0.79% | 0.764% |
Beta | 0.92% | 0.915% |
Alpha | 1.17% | 0.528% |
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Fund Managers
Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Name | Aditya Khemani | Ratish Varier |
Total AUM | ₹12070 Cr | ₹12102 Cr |
Funds Managed | 3 | 3 |
Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 1.7 | 6.38 |
Mid Cap | 64.78 | 65.33 |
Large Cap | 12.59 | 15.27 |
Small Cap | 20.92 | 13.03 |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 0.72 | 5.37 |
Industrials | 10.14 | 14.82 |
Consumer Cyclical | 20.76 | 18.88 |
Healthcare | 16.35 | 11.03 |
Real Estate | 7.14 | 3.43 |
Financial Services | 22.9 | 19.52 |
Basic Materials | 9.5 | 9.99 |
Technology | 10.8 | 6.45 |
Communication Services | 1.69 | 3.32 |
Energy | - | 1.7 |
Consumer Defensive | - | 3.4 |
Utilities | - | 2.1 |
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