Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Invesco India Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Invesco India Midcap Fund - Growth Option

Invest Now

tortoise-icon Tata Mid Cap Growth Fund Regular Plan- Growth Option

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 Tata Mid Cap Growth Fund Regular Plan- Growth Option
Fund Invesco India Midcap Fund - Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5645 Cr ₹4354 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 19 Apr 2007 31 Mar 2004
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark BSE 150 MidCap Index NIFTY Midcap 150 TRI
Turn Over 70% 69.98%
Expense Ratio 1.8 1.87
Manager Aditya Khemani Satish Chandra Mishra
ISIN Code INF205K01BC9 INF277K01626
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 Tata Mid Cap Growth Fund - Regular Plan - 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 Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month 5.23% 3.58%
6 Month -1.75% -5.75%
1 Year 20.63% 5.88%
3 Year 23.22% 18.59%
5 Year 30.67% 27.98%

SIP Return Analysis

Scheme Name Invesco India Midcap Fund - Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month -2.43% -2.7%
1 Year -3.03% -12.31%
3 Year 24.23% 17.27%
5 Year 23.75% 19.76%

Rolling Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year 14.1% 17.53%
3 Year 18.13% 16.61%
5 Year 18.76% 17.03%

Risk Management

Scheme Name Invesco India Midcap Fund - Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option
Standard Deviation 13.27% 13.05%
Sharp 0.8% 0.63%
Beta 0.93% 0.91%
Alpha 1.49% -1.79%

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 Tata Mid Cap Growth Fund Regular Plan- Growth Option
Name Aditya Khemani Satish Chandra Mishra
Total AUM ₹12070 Cr ₹13117 Cr
Funds Managed 3 5
Invesco India Midcap Fund - Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

Market Cap

Scheme Name

Invesco India Midcap Fund - Growth Option

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 2.1 3.85
Mid Cap 64.75 68.81
Large Cap 13.09 8.29
Small Cap 20.07 19.06

Sector Allocation

Scheme Name

Invesco India Midcap Fund - Growth Option

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 0.35 3.76
Industrials 9.48 21.45
Consumer Cyclical 19.8 11.64
Healthcare 18.02 14.6
Real Estate 7.12 4.58
Financial Services 23.61 20.91
Basic Materials 9.73 9.65
Technology 10.12 4.98
Communication Services 1.75 3.12
Energy - 1.34
Utilities - 2.79
Consumer Defensive - 1.2

Top Comparisons

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns6.77%

VS

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.65%

Compare Now

HDFC Medium Term Debt Fund - Growth Option HDFC Medium Term Debt Fund - Growth Option

3Y Returns7.15%

VS

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

3Y Returns7.42%

Compare Now

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns22.64%

VS

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns18.18%

Compare Now

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

3Y Returns20.84%

VS

LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Growth

3Y Returns12.39%

Compare Now
Add to Cart Successfully