Mirae Asset Midcap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
Mirae Asset Midcap Fund - Regular Plan-Growth Option
Chart Comparison
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) | ₹5645 Cr | ₹15461 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 Apr 2007 | 29 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 | 1.8 | 1.67 |
Manager | Aditya Khemani | Ankit Jain |
ISIN Code | INF205K01BC9 | INF769K01EY2 |
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 | Mirae Asset Midcap 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 | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
1 Month | 7.46% | 6.86% |
6 Month | -11.97% | -17.58% |
1 Year | 16% | 1.44% |
3 Year | 20.89% | 14.41% |
5 Year | 31.4% | 31.14% |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
6 Month | -6.46% | -8.47% |
1 Year | -4.54% | -16.57% |
3 Year | 24.06% | 13.77% |
5 Year | 23.95% | 19.05% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Midcap Fund - Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
1 Year | 14.1% | 25.71% |
3 Year | 18.13% | 25.27% |
5 Year | 18.76% | 26.62% |
Risk Management
Scheme Name | Invesco India Midcap Fund - Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 13.27% | 15.754% |
Sharp | 0.79% | 0.606% |
Beta | 0.92% | 0.932% |
Alpha | 1.17% | -4.489% |
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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 |
Funds Managed | 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 | 1.7 | 0.78 |
Mid Cap | 64.78 | 66.44 |
Large Cap | 12.59 | 8.82 |
Small Cap | 20.92 | 23.96 |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Others | 0.72 | 0.78 |
Industrials | 10.14 | 15.44 |
Consumer Cyclical | 20.76 | 16.56 |
Healthcare | 16.35 | 12.05 |
Real Estate | 7.14 | 3.07 |
Financial Services | 22.9 | 20.31 |
Basic Materials | 9.5 | 9.58 |
Technology | 10.8 | 8.92 |
Communication Services | 1.69 | 3.83 |
Energy | - | 2.07 |
Utilities | - | 4.09 |
Consumer Defensive | - | 3.28 |
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