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) | ₹5216 Cr | ₹4194 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Apr 2007 | 01 Jul 1994 |
| 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 | 1.85 | 0.75 |
| Manager | Aditya Khemani | Satish Chandra Mishra |
| ISIN Code | INF205K01BC9 | INF277K01626 |
| 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 12% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | -7.47% | -6.31% |
| 6 Month | 18.04% | 7.78% |
| 1 Year | 44.37% | 30.9% |
| 3 Year | 20.38% | 18.01% |
| 5 Year | 26.75% | 24.55% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 35.96% | 20.76% |
| 3 Year | 33.13% | 28.57% |
| 5 Year | 29.93% | 27.48% |
| 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 | 1.05% | 0.98% |
| Beta | 0.89% | 0.87% |
| Alpha | 1.54% | 0.06% |
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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 | 4.81 | 5.23 |
| Mid Cap | 63.72 | 64.87 |
| Small Cap | 15.89 | 20.76 |
| Large Cap | 15.58 | 9.14 |
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 0.91 | 2.96 |
| Materials | 5.34 | 5.75 |
| Automobile | 9.1 | 5.98 |
| Healthcare | 12.04 | 11.33 |
| Insurance | 1.7 | - |
| Services | 14.95 | 8.18 |
| Consumer Staples | 1.89 | 2.43 |
| Financial | 15.38 | 16.7 |
| Capital Goods | 13.15 | 15.46 |
| Construction | 7.57 | 8.64 |
| Metals & Mining | 2.83 | 5.22 |
| Technology | 3.97 | 2.71 |
| Consumer Discretionary | 3.88 | 2.05 |
| Communication | 2.52 | 2.68 |
| Diversified | 2.29 | 0.87 |
| Energy | 1.47 | 2.81 |
| Textiles | 1.01 | 1.9 |
| Chemicals | - | 4.33 |
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