Sundaram Mid Cap Fund Regular Plan vs Invesco India Midcap Fund compare

Overview

Scheme Name	Invesco India Midcap Fund - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Fund	Invesco India Midcap Fund - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5625 Cr	₹12350 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	19 Apr 2007	19 Jul 2002
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 150 MidCap Index	NIFTY Midcap 150 TRI
Turn Over	70%	45%
Expense Ratio	1.82	1.74
Manager	Aditya Khemani	Ratish Varier
ISIN Code	INF205K01BC9	INF903J01173
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	Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Invesco India Midcap Fund - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	-6.33%	-4.92%
6 Month	5.77%	1.32%
1 Year	30.26%	22.01%
3 Year	21.17%	21.47%
5 Year	25.19%	21.92%

Scheme Name	Invesco India Midcap Fund - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	19.27%	8.89%
3 Year	30.45%	27.33%
5 Year	28.13%	26.51%

Scheme Name	Invesco India Midcap Fund - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	13.8%	21.22%
3 Year	17.68%	18.05%
5 Year	18.59%	18.53%

Scheme Name	Invesco India Midcap Fund - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	13.27%	13.35%
Sharp	1.12%	1.16%
Beta	0.88%	0.88%
Alpha	3.06%	3.17%

Scheme Name	Invesco India Midcap Fund - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Name	Aditya Khemani	Ratish Varier
Total AUM	₹12070 Cr	₹12102 Cr
Fund Manage	3	3
	Invesco India Midcap Fund - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth

Scheme Name	Invesco India Midcap Fund - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Others	1.17	5.82
Small Cap	18.86	13.95
Mid Cap	66	67.46
Large Cap	13.97	13.04

Scheme Name	Invesco India Midcap Fund - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Others	1.17	5.82
Realty	7.78	3.04
Industrial Products	9.16	7.67
Auto Components	7.58	7.23
Healthcare Services	6.77	4.37
Retailing	9.78	4.29
Insurance	4.71	1.28
Consumer Durables	8.24	6.05
Leisure Services	5.6	3.59
Pharmaceuticals & Biotechnology	6.61	6.89
Capital Markets	3.61	2.39
Finance	5.98	8.57
Banks	4.53	8.64
Ferrous Metals	1.34	0.99
IT - Software	6.45	4.71
Telecom - Services	1.38	1.12
Electrical Equipment	2.4	3.19
Transport Services	2.48	2.13
Cement & Cement Products	2.89	1.94
Industrial Manufacturing	1.54	-
Chemicals & Petrochemicals	-	1.47
Petroleum Products	-	1.42
Automobiles	-	1.48
Fertilizers & Agrochemicals	-	3.11
Agricultural Food & other Products	-	1.22
Gas	-	0.9
Aerospace & Defense	-	1.31
Financial Technology (Fintech)	-	1.67
Food Products	-	0.88
Beverages	-	1.19
Power	-	1.71