Tata Mid Cap Growth Fund Regular Plan vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
Invest NowTata Mid Cap Growth Fund Regular Plan- Growth Option
Invest NowChart Comparison
Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Fund | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5216 Cr | ₹4194 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 Apr 2007 | 01 Jul 1994 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
Turn Over | 70% | 69.98% |
Expense Ratio | 1.85 | 0.75 |
Manager | Aditya Khemani | Satish Chandra Mishra |
ISIN Code | INF205K01BC9 | INF277K01626 |
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 12% of the investments, an exit load of 1% if redeemed within 365 days./365 |
Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Month | 9.02% | 5.31% |
6 Month | 39.76% | 32.3% |
1 Year | 57.43% | 46.49% |
3 Year | 26.05% | 23.54% |
5 Year | 30.01% | 28.28% |
Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 23.2% | 23.48% |
3 Year | 53.33% | 56.14% |
5 Year | 103.01% | 106.77% |
Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Year | 28.73% | 28.77% |
3 Year | 75.07% | 75.24% |
5 Year | 115.7% | 115% |
Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 13.27% | 13.05% |
Sharp | 1.28% | 1.2% |
Beta | 0.92% | 0.84% |
Alpha | 1.49% | -0.09% |
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Get Free Experts GuidanceScheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Name | Aditya Khemani | Satish Chandra Mishra |
Total AUM | ₹12070 Cr | ₹13117 Cr |
Fund Manage | 3 | 5 |
Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 4.81 | 5.23 |
Mid Cap | 63.72 | 64.87 |
Small Cap | 15.89 | 20.76 |
Large Cap | 15.58 | 9.14 |
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 0.91 | 2.96 |
Materials | 5.34 | 5.75 |
Automobile | 9.1 | 5.98 |
Healthcare | 12.04 | 11.33 |
Insurance | 1.7 | - |
Services | 14.95 | 8.18 |
Consumer Staples | 1.89 | 2.43 |
Financial | 15.38 | 16.7 |
Capital Goods | 13.15 | 15.46 |
Construction | 7.57 | 8.64 |
Metals & Mining | 2.83 | 5.22 |
Technology | 3.97 | 2.71 |
Consumer Discretionary | 3.88 | 2.05 |
Communication | 2.52 | 2.68 |
Diversified | 2.29 | 0.87 |
Energy | 1.47 | 2.81 |
Textiles | 1.01 | 1.9 |
Chemicals | - | 4.33 |
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