Mirae Asset Midcap Fund vs Invesco India Midcap Fund compare

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tortoise-icon Invesco India Midcap Fund - Growth Option

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tortoise-icon Mirae Asset Midcap 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 Mirae Asset Midcap Fund - Regular Plan-Growth Option
Fund Invesco India Midcap Fund - Growth Option Mirae Asset Midcap Fund - Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5216 Cr ₹16669 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 19 Apr 2007 01 Jul 2019
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark BSE 150 MidCap Index NIFTY Midcap 150 TRI
Turn Over 70% 34%
Expense Ratio 1.85 1.66
Manager Aditya Khemani Ankit Jain
ISIN Code INF205K01BC9 INF769K01EY2
Exits Load Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 If redeemed within 1 year (365 days) from the date of allotment: 1%. If redeemed after 1 year (365 days) from the date of allotment: NIL./365

Trailing Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Mirae Asset Midcap Fund - Regular Plan-Growth Option
1 Month 1.26% 1.72%
6 Month 26.08% 20.6%
1 Year 56.02% 43.08%
3 Year 24.56% 23.48%
5 Year 29.43% 29.89%

SIP Return Analysis

Scheme Name Invesco India Midcap Fund - Growth Option Mirae Asset Midcap Fund - Regular Plan-Growth Option
6 Month - -
1 Year 23.2% 17.98%
3 Year 53.33% 46.22%
5 Year 103.01% 100.94%

Rolling Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Mirae Asset Midcap Fund - Regular Plan-Growth Option
1 Year 28.73% 30.94%
3 Year 75.07% 75.21%
5 Year 115.7% 110.14%

Risk Management

Scheme Name Invesco India Midcap Fund - Growth Option Mirae Asset Midcap Fund - Regular Plan-Growth Option
Standard Deviation 13.27% 13.73%
Sharp 1.27% 1.12%
Beta 0.89% 0.89%
Alpha 2.17% -2%

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Fund Managers

Scheme Name Invesco India Midcap Fund - Growth Option Mirae Asset Midcap Fund - Regular Plan-Growth Option
Name Aditya Khemani Ankit Jain
Total AUM ₹12070 Cr ₹47966 Cr
Fund Manage 3 4
Invesco India Midcap Fund - Growth Option Mirae Asset Midcap Fund - Regular Plan-Growth Option

Market Cap

Scheme Name

Invesco India Midcap Fund - Growth Option

Mirae Asset Midcap Fund - Regular Plan-Growth Option

Others 4.81 2.88
Mid Cap 63.72 70.28
Small Cap 15.89 19.74
Large Cap 15.58 7.1

Sector Allocation

Scheme Name

Invesco India Midcap Fund - Growth Option

Mirae Asset Midcap Fund - Regular Plan-Growth Option

Others 0.91 2.29
Materials 5.34 6.49
Automobile 9.1 9.46
Healthcare 12.04 13.84
Insurance 1.7 1.18
Services 14.95 9.49
Consumer Staples 1.89 0.86
Financial 15.38 18.22
Capital Goods 13.15 7.53
Construction 7.57 3.08
Metals & Mining 2.83 2.98
Technology 3.97 4.2
Consumer Discretionary 3.88 5.25
Communication 2.52 3.71
Diversified 2.29 -
Energy 1.47 4.72
Textiles 1.01 1.95
Chemicals - 4.75

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