PGIM India Midcap Opportunities Fund vs Invesco India Midcap Fund compare

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Invesco India Midcap Fund - Growth Option

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PGIM India Midcap Opportunities 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	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Fund	Invesco India Midcap Fund - Growth Option	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹5645 Cr	₹10460 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	19 Apr 2007	02 Dec 2013
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 150 MidCap Index	NIFTY Midcap 150 TRI
Turn Over	70%	82%
Expense Ratio	1.8	1.7
Manager	Aditya Khemani	Puneet Pal
ISIN Code	INF205K01BC9	INF663L01DZ4
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	PGIM India Midcap Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Invesco India Midcap Fund - Growth Option	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Month	-6.28%	-4.51%
6 Month	-7.65%	-11.13%
1 Year	15.23%	5.25%
3 Year	21.08%	10.79%
5 Year	21.68%	22.56%

Scheme Name	Invesco India Midcap Fund - Growth Option	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-2.63%	-9.55%
3 Year	22.98%	10.17%
5 Year	23.92%	18.16%

Scheme Name	Invesco India Midcap Fund - Growth Option	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Year	14.1%	13.25%
3 Year	18.13%	15.7%
5 Year	18.76%	17.72%

Scheme Name	Invesco India Midcap Fund - Growth Option	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Standard Deviation	13.27%	14.598%
Sharp	0.84%	0.339%
Beta	0.94%	0.807%
Alpha	0.48%	-7.2%

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Scheme Name	Invesco India Midcap Fund - Growth Option	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Name	Aditya Khemani	Puneet Pal
Total AUM	₹12070 Cr	₹20950 Cr
Fund Manage	3	19
	Invesco India Midcap Fund - Growth Option	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Scheme Name	Invesco India Midcap Fund - Growth Option	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Others	1.17	3.15
Small Cap	18.86	10.62
Mid Cap	66	67.56
Large Cap	13.97	18.67

Scheme Name	Invesco India Midcap Fund - Growth Option	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Others	1.17	3.15
Realty	7.78	3.3
Industrial Products	9.16	5.99
Auto Components	7.58	8.89
Healthcare Services	6.77	7.23
Retailing	9.78	5.65
Insurance	4.71	4.22
Consumer Durables	8.24	8.51
Leisure Services	5.6	1.83
Pharmaceuticals & Biotechnology	6.61	3.66
Capital Markets	3.61	4.88
Finance	5.98	7.47
Banks	4.53	1.09
Ferrous Metals	1.34	-
IT - Software	6.45	6.62
Telecom - Services	1.38	0.96
Electrical Equipment	2.4	2.7
Transport Services	2.48	3.24
Cement & Cement Products	2.89	1.98
Industrial Manufacturing	1.54	-
IT - Services	-	1.11
Diversified FMCG	-	0.93
Agricultural, Commercial & Construction Vehicles	-	1
Personal Products	-	0.4
Automobiles	-	2.07
Beverages	-	2.63
Gas	-	1.02
Fertilizers & Agrochemicals	-	3.03
Chemicals & Petrochemicals	-	4.44
Textiles & Apparels	-	0.99
Power	-	0.58
Transport Infrastructure	-	0.43