Invesco India Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare
Invesco India Midcap Fund - Growth Option
Invest NowSundaram Mid Cap Fund Regular Plan - Growth
Invest NowChart Comparison
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) | ₹5216 Cr | ₹11825 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 19 Apr 2007 | 01 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 | 1.85 | 1.73 |
Manager | Aditya Khemani | Ratish Varier |
ISIN Code | INF205K01BC9 | INF903J01173 |
Exits Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | -5.68% | -5.37% |
6 Month | 19.89% | 17.51% |
1 Year | 54.73% | 52.15% |
3 Year | 22.75% | 24.19% |
5 Year | 27.09% | 24.56% |
Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 23.2% | 21.78% |
3 Year | 53.33% | 55% |
5 Year | 103.01% | 101.07% |
Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.93% | 21.36% |
3 Year | 17.71% | 18.15% |
5 Year | 18.54% | 18.53% |
Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.27% | 13.35% |
Sharp | 1.27% | 1.33% |
Beta | 0.91% | 0.88% |
Alpha | 2.71% | 2.69% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 3 | 3 |
Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 4.81 | 6.5 |
Mid Cap | 63.72 | 66.49 |
Small Cap | 15.89 | 9.85 |
Large Cap | 15.58 | 17.11 |
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 0.91 | 2.66 |
Materials | 5.34 | 5.11 |
Automobile | 9.1 | 9.82 |
Healthcare | 12.04 | 10.83 |
Insurance | 1.7 | 0.46 |
Services | 14.95 | 13.57 |
Consumer Staples | 1.89 | 1.94 |
Financial | 15.38 | 18.38 |
Capital Goods | 13.15 | 11.59 |
Construction | 7.57 | 2.45 |
Metals & Mining | 2.83 | 3.91 |
Technology | 3.97 | 4.25 |
Consumer Discretionary | 3.88 | 4.72 |
Communication | 2.52 | 0.34 |
Diversified | 2.29 | - |
Energy | 1.47 | 4.29 |
Textiles | 1.01 | - |
Chemicals | - | 3.8 |
Unclassified | - | 1.83 |
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