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
| 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) | ₹5625 Cr | ₹4444 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 | 1.82 | 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 |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | -8.74% | -4.95% |
| 6 Month | 3.04% | -6.64% |
| 1 Year | 27.09% | 13.09% |
| 3 Year | 20.77% | 17.94% |
| 5 Year | 24.61% | 21.95% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 19.27% | 1.16% |
| 3 Year | 30.45% | 22.84% |
| 5 Year | 28.13% | 23.96% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 13.8% | 17.42% |
| 3 Year | 17.68% | 16.1% |
| 5 Year | 18.59% | 16.97% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 13.05% |
| Sharp | 1.12% | 0.9% |
| Beta | 0.88% | 0.87% |
| Alpha | 3.06% | -0.51% |
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| 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 |
| Fund Manage | 3 | 5 |
| Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 1.17 | 4.64 |
| Small Cap | 18.86 | 18.55 |
| Mid Cap | 66 | 69.24 |
| Large Cap | 13.97 | 7.57 |
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 1.17 | 4.64 |
| Realty | 7.78 | 4.9 |
| Industrial Products | 9.16 | 8.24 |
| Auto Components | 7.58 | 5.5 |
| Healthcare Services | 6.77 | - |
| Retailing | 9.78 | - |
| Insurance | 4.71 | 5.26 |
| Consumer Durables | 8.24 | 2.78 |
| Leisure Services | 5.6 | 2.87 |
| Pharmaceuticals & Biotechnology | 6.61 | 13.12 |
| Capital Markets | 3.61 | - |
| Finance | 5.98 | 7.33 |
| Banks | 4.53 | 5.51 |
| Ferrous Metals | 1.34 | - |
| IT - Software | 6.45 | 5.23 |
| Telecom - Services | 1.38 | 2.97 |
| Electrical Equipment | 2.4 | 3.57 |
| Transport Services | 2.48 | 0.69 |
| Cement & Cement Products | 2.89 | 3.4 |
| Industrial Manufacturing | 1.54 | - |
| Chemicals & Petrochemicals | - | 1.69 |
| Petroleum Products | - | 1.35 |
| Personal Products | - | 1.73 |
| Construction | - | 3.05 |
| Agricultural, Commercial & Construction Vehicles | - | 1.39 |
| Aerospace & Defense | - | 1.03 |
| Oil | - | 0.44 |
| Diversified | - | 0.81 |
| Fertilizers & Agrochemicals | - | 3.53 |
| Agricultural Food & other Products | - | 1.09 |
| Transport Infrastructure | - | 3.75 |
| Textiles & Apparels | - | 1.98 |
| Power | - | 0.82 |
| Commercial Services & Supplies | - | 1.33 |
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