UTI Mid Cap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
UTI Mid Cap Fund-Growth Option
Chart Comparison
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Fund | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5216 Cr | ₹11693 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Apr 2007 | 05 Aug 2005 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 70% | 17% |
| Expense Ratio | 1.85 | 1.74 |
| Manager | Aditya Khemani | Ankit Agarwal |
| ISIN Code | INF205K01BC9 | INF789F01810 |
| 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 1% if redeemed less than 1 year/365 |
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Month | 7.78% | 4.32% |
| 6 Month | 39.32% | 31.56% |
| 1 Year | 55.86% | 38.88% |
| 3 Year | 25.93% | 19.73% |
| 5 Year | 30.6% | 28.72% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 23.2% | 17.68% |
| 3 Year | 53.33% | 41.63% |
| 5 Year | 103.01% | 91.25% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 28.73% | 28% |
| 3 Year | 75.07% | 67.81% |
| 5 Year | 115.7% | 100.16% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 13.04% |
| Sharp | 1.28% | 1.03% |
| Beta | 0.92% | 0.86% |
| Alpha | 1.49% | -2.55% |
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| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Name | Aditya Khemani | Ankit Agarwal |
| Total AUM | ₹12070 Cr | ₹13947 Cr |
| Fund Manage | 3 | 3 |
| Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 4.81 | 5.83 |
| Mid Cap | 63.72 | 64.6 |
| Small Cap | 15.89 | 20.5 |
| Large Cap | 15.58 | 9.06 |
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 0.91 | 2.8 |
| Materials | 5.34 | 6.21 |
| Automobile | 9.1 | 10.33 |
| Healthcare | 12.04 | 10.21 |
| Insurance | 1.7 | 1.78 |
| Services | 14.95 | 9.16 |
| Consumer Staples | 1.89 | 2.38 |
| Financial | 15.38 | 14.6 |
| Capital Goods | 13.15 | 10.96 |
| Construction | 7.57 | 3.13 |
| Metals & Mining | 2.83 | 4.31 |
| Technology | 3.97 | 7.19 |
| Consumer Discretionary | 3.88 | 6.07 |
| Communication | 2.52 | 2.07 |
| Diversified | 2.29 | 0.35 |
| Energy | 1.47 | 3.97 |
| Textiles | 1.01 | 0.88 |
| Chemicals | - | 3.59 |
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