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Motilal Oswal Midcap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Fund | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹5645 Cr | ₹24488 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 19 Apr 2007 | 24 Feb 2014 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 70% | 120% |
| Expense Ratio | 1.8 | 1.58 |
| Manager | Aditya Khemani | Rakesh Shetty |
| ISIN Code | INF205K01BC9 | INF247L01411 |
| 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 | Motilal Oswal Midcap Fund - 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 | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -6.28% | -5.18% |
| 6 Month | -7.65% | -8.14% |
| 1 Year | 15.23% | 21.15% |
| 3 Year | 21.08% | 27.85% |
| 5 Year | 21.68% | 25.92% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -2.63% | -1.73% |
| 3 Year | 22.98% | 28.38% |
| 5 Year | 23.92% | 31.68% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 14.1% | 18.45% |
| 3 Year | 18.13% | 18.47% |
| 5 Year | 18.76% | 13.83% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 18.301% |
| Sharp | 0.84% | 1.126% |
| Beta | 0.94% | 0.915% |
| Alpha | 0.48% | 6.797% |
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Fund Managers
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Name | Aditya Khemani | Rakesh Shetty |
| Total AUM | ₹12070 Cr | ₹33886 Cr |
| Fund Manage | 3 | 19 |
| Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 1.17 | 2.4 |
| Small Cap | 18.86 | 1.86 |
| Mid Cap | 66 | 71.9 |
| Large Cap | 13.97 | 23.85 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 1.17 | 2.4 |
| Realty | 7.78 | 2.4 |
| Industrial Products | 9.16 | 9.29 |
| Auto Components | 7.58 | 9.57 |
| Healthcare Services | 6.77 | 3.81 |
| Retailing | 9.78 | 3.92 |
| Insurance | 4.71 | - |
| Consumer Durables | 8.24 | 15.71 |
| Leisure Services | 5.6 | - |
| Pharmaceuticals & Biotechnology | 6.61 | 1.39 |
| Capital Markets | 3.61 | 1.78 |
| Finance | 5.98 | 8.04 |
| Banks | 4.53 | - |
| Ferrous Metals | 1.34 | - |
| IT - Software | 6.45 | 20.67 |
| Telecom - Services | 1.38 | 0.59 |
| Electrical Equipment | 2.4 | 2.63 |
| Transport Services | 2.48 | - |
| Cement & Cement Products | 2.89 | - |
| Industrial Manufacturing | 1.54 | - |
| Automobiles | - | 11.89 |
| Chemicals & Petrochemicals | - | 3.46 |
| Financial Technology (Fintech) | - | 2.46 |
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