PGIM India Midcap Opportunities 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 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 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

Trailing Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Month 8.62% 2.06%
6 Month 29.3% 20.82%
1 Year 51.4% 35.02%
3 Year 24.99% 17.65%
5 Year 29.56% 32.21%

SIP Return Analysis

Scheme Name Invesco India Midcap Fund - Growth Option PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
6 Month - -
1 Year 23.2% 14.77%
3 Year 53.33% 30.99%
5 Year 103.01% 93.19%

Rolling Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Year 28.73% 32.38%
3 Year 75.07% 72.75%
5 Year 115.7% 102.66%

Risk Management

Scheme Name Invesco India Midcap Fund - Growth Option PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Standard Deviation 13.27% 13.18%
Sharp 1.23% 0.8%
Beta 0.92% 0.81%
Alpha 0.18% -5.45%

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Fund Managers

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

Market Cap

Scheme Name

Invesco India Midcap Fund - Growth Option

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Large Cap 15.58 19.07
Mid Cap 63.72 66.35
Small Cap 15.89 10.87
Others 4.81 3.71

Sector Allocation

Scheme Name

Invesco India Midcap Fund - Growth Option

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Services 14.95 11.99
Construction 7.57 4.28
Financial 15.38 17.05
Healthcare 12.04 12.46
Capital Goods 13.15 10.51
Consumer Discretionary 3.88 2.89
Automobile 9.1 14.16
Technology 3.97 5.7
Materials 5.34 6.43
Diversified 2.29 0.87
Consumer Staples 1.89 2.53
Insurance 1.7 0.05
Communication 2.52 0.3
Energy 1.47 2.08
Others 0.91 1.11
Metals & Mining 2.83 0.96
Textiles 1.01 0.52
Chemicals - 6.11

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