Sundaram Mid Cap Fund Regular Plan vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
| 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) | ₹5216 Cr | ₹11825 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 19 Apr 2007 | 01 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 | 1.85 | 1.73 |
| Manager | Aditya Khemani | Ratish Varier |
| ISIN Code | INF205K01BC9 | INF903J01173 |
| Exits Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.6% | -5.87% |
| 6 Month | 15.61% | 11.05% |
| 1 Year | 43.13% | 38.09% |
| 3 Year | 21.56% | 21.86% |
| 5 Year | 26.75% | 24.05% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 35.96% | 29.86% |
| 3 Year | 33.13% | 32.77% |
| 5 Year | 29.93% | 29.48% |
| 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 | 1.05% | 1.16% |
| Beta | 0.89% | 0.88% |
| Alpha | 1.54% | 2.72% |
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| 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 | 4.81 | 6.5 |
| Mid Cap | 63.72 | 66.49 |
| Small Cap | 15.89 | 9.85 |
| Large Cap | 15.58 | 17.11 |
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.91 | 2.66 |
| Materials | 5.34 | 5.11 |
| Automobile | 9.1 | 9.82 |
| Healthcare | 12.04 | 10.83 |
| Insurance | 1.7 | 0.46 |
| Services | 14.95 | 13.57 |
| Consumer Staples | 1.89 | 1.94 |
| Financial | 15.38 | 18.38 |
| Capital Goods | 13.15 | 11.59 |
| Construction | 7.57 | 2.45 |
| Metals & Mining | 2.83 | 3.91 |
| Technology | 3.97 | 4.25 |
| Consumer Discretionary | 3.88 | 4.72 |
| Communication | 2.52 | 0.34 |
| Diversified | 2.29 | - |
| Energy | 1.47 | 4.29 |
| Textiles | 1.01 | - |
| Chemicals | - | 3.8 |
| Unclassified | - | 1.83 |
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