Invesco India Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Invesco India Midcap Fund - Growth Option
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Chart Comparison
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% |
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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 |
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