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UTI Mid Cap Fund vs Invesco India Midcap Fund compare

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tortoise-icon Invesco India Midcap Fund - Growth Option

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tortoise-icon UTI Mid Cap Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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) ₹5645 Cr ₹11125 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 19 Apr 2007 01 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 1.8 1.76
Manager Aditya Khemani Ankit Agarwal
ISIN Code INF205K01BC9 INF789F01810
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 UTI Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option UTI Mid Cap Fund-Growth Option
1 Month 7.74% 6.9%
6 Month -11.3% -17.24%
1 Year 18.52% 6.94%
3 Year 21.33% 14.01%
5 Year 31.19% 28.66%

SIP Return Analysis

Scheme Name Invesco India Midcap Fund - Growth Option UTI Mid Cap Fund-Growth Option
6 Month -6.46% -9.71%
1 Year -4.54% -16.93%
3 Year 24.06% 12.64%
5 Year 23.95% 17.1%

Rolling Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option UTI Mid Cap Fund-Growth Option
1 Year 14.1% 13.03%
3 Year 18.13% 14.51%
5 Year 18.76% 16.13%

Risk Management

Scheme Name Invesco India Midcap Fund - Growth Option UTI Mid Cap Fund-Growth Option
Standard Deviation 13.27% 13.04%
Sharp 0.79% 0.41%
Beta 0.92% 0.93%
Alpha 1.17% -5.54%

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Fund Managers

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
Funds Managed 3 3
Invesco India Midcap Fund - Growth Option UTI Mid Cap Fund-Growth Option

Market Cap

Scheme Name

Invesco India Midcap Fund - Growth Option

UTI Mid Cap Fund-Growth Option

Others 1.7 5.95
Mid Cap 64.78 66.08
Large Cap 12.59 7.96
Small Cap 20.92 20.01

Sector Allocation

Scheme Name

Invesco India Midcap Fund - Growth Option

UTI Mid Cap Fund-Growth Option

Others 0.72 3.78
Industrials 10.14 13.46
Consumer Cyclical 20.76 19.96
Healthcare 16.35 11.89
Real Estate 7.14 3.4
Financial Services 22.9 18.85
Basic Materials 9.5 12.33
Technology 10.8 10.93
Communication Services 1.69 2.63
Utilities - 1.02
Consumer Defensive - 1.73

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