Invesco India Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Invesco India Midcap Fund - Growth Option

Invest Now

tortoise-icon Sundaram Mid Cap Fund Regular Plan - 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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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%

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 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

Market Cap

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

Sector Allocation

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

Top Comparisons

ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth

3Y Returns14.27%

VS

Tata ELSS Tax Saver Fund-Growth-Regular Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan

3Y Returns19.99%

Compare Now

DSP Small Cap Fund - Regular - Growth DSP Small Cap Fund - Regular - Growth

3Y Returns22.86%

VS

Quant Small Cap Fund-Growth Quant Small Cap Fund-Growth

3Y Returns32.65%

Compare Now

ITI Pharma and Healthcare Fund Regular - Growth ITI Pharma and Healthcare Fund Regular - Growth

3Y Returns0%

VS

SBI Healthcare Opportunities Fund - Regular Plan -Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth

3Y Returns20.72%

Compare Now

Mahindra Manulife Liquid Fund - Regular Plan - Growth Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns5.97%

VS

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns6.25%

Compare Now
Request call back
Add to Cart Successfully