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) | ₹5625 Cr | ₹10943 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 | 1.82 | 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 | -8.74% | -7.02% |
| 6 Month | 3.04% | -3.96% |
| 1 Year | 27.09% | 11.14% |
| 3 Year | 20.77% | 9.88% |
| 5 Year | 24.61% | 25.14% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 19.27% | 4.44% |
| 3 Year | 30.45% | 15.27% |
| 5 Year | 28.13% | 21.62% |
| 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 | 1.12% | 0.8% |
| Beta | 0.88% | 0.81% |
| Alpha | 3.06% | -5.45% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
Top Comparisons
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns7.8%
Tata Equity Savings Fund -Regular Plan-Growth Option
3Y Returns8.39%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns6.61%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.55%
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns6.11%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns5.86%
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.02%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.04%