PGIM India Midcap Opportunities Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Chart Comparison
| 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 | Very High |
| Asset Size (Cr) | ₹5216 Cr | ₹11056 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Apr 2007 | 05 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 | 1.85 | 1.7 |
| Manager | Aditya Khemani | Puneet Pal |
| ISIN Code | INF205K01BC9 | INF663L01DZ4 |
| Exits Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | Exit load of 0.5%, if redeemed within 90 days./365 |
| Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.47% | -6.18% |
| 6 Month | 15.77% | 6.7% |
| 1 Year | 43.65% | 22.13% |
| 3 Year | 21.57% | 11.16% |
| 5 Year | 26.77% | 27.74% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 35.96% | 17.53% |
| 3 Year | 33.13% | 18.34% |
| 5 Year | 29.93% | 24.57% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.8% | 12.74% |
| 3 Year | 17.68% | 16.03% |
| 5 Year | 18.59% | 17.43% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 13.18% |
| Sharp | 1.05% | 0.8% |
| Beta | 0.89% | 0.81% |
| Alpha | 1.54% | -5.45% |
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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 | 4.81 | 3.71 |
| Mid Cap | 63.72 | 66.35 |
| Small Cap | 15.89 | 10.87 |
| Large Cap | 15.58 | 19.07 |
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.91 | 1.11 |
| Materials | 5.34 | 6.43 |
| Automobile | 9.1 | 14.16 |
| Healthcare | 12.04 | 12.46 |
| Insurance | 1.7 | 0.05 |
| Services | 14.95 | 11.99 |
| Consumer Staples | 1.89 | 2.53 |
| Financial | 15.38 | 17.05 |
| Capital Goods | 13.15 | 10.51 |
| Construction | 7.57 | 4.28 |
| Metals & Mining | 2.83 | 0.96 |
| Technology | 3.97 | 5.7 |
| Consumer Discretionary | 3.88 | 2.89 |
| Communication | 2.52 | 0.3 |
| Diversified | 2.29 | 0.87 |
| Energy | 1.47 | 2.08 |
| Textiles | 1.01 | 0.52 |
| Chemicals | - | 6.11 |
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