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

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Invesco India Midcap Fund - Growth Option

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Tata Mid Cap Growth Fund Regular Plan- Growth Option

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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

Scheme Name	Invesco India Midcap Fund - Growth Option	Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month	8.77%	8.07%
6 Month	-10.89%	-14.68%
1 Year	16.39%	3.69%
3 Year	21.36%	17.17%
5 Year	31.7%	29.62%

Scheme Name	Invesco India Midcap Fund - Growth Option	Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month	-6.46%	-7.17%
1 Year	-4.54%	-15.06%
3 Year	24.06%	17.29%
5 Year	23.95%	20.16%

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%

Scheme Name	Invesco India Midcap Fund - Growth Option	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Standard Deviation	13.27%	13.05%
Sharp	0.79%	0.63%
Beta	0.92%	0.91%
Alpha	1.17%	-2.03%

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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
Funds Managed	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	1.7	2.98
Mid Cap	64.78	68.49
Large Cap	12.59	8.23
Small Cap	20.92	20.31

Scheme Name	Invesco India Midcap Fund - Growth Option	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Others	0.72	2.92
Industrials	10.14	22.52
Consumer Cyclical	20.76	11.73
Healthcare	16.35	14.75
Real Estate	7.14	4.84
Financial Services	22.9	20.39
Basic Materials	9.5	9.49
Technology	10.8	5.68
Communication Services	1.69	2.98
Energy	-	1.69
Utilities	-	1.87
Consumer Defensive	-	1.13