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) | ₹5625 Cr | ₹11894 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 | 1.82 | 1.75 |
| 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 |
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Month | -8.74% | -5.88% |
| 6 Month | 3.04% | -5.1% |
| 1 Year | 27.09% | 13.49% |
| 3 Year | 20.77% | 14.31% |
| 5 Year | 24.61% | 22.06% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 19.27% | 3.81% |
| 3 Year | 30.45% | 19.68% |
| 5 Year | 28.13% | 22.22% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 13.8% | 12.75% |
| 3 Year | 17.68% | 14.39% |
| 5 Year | 18.59% | 15.7% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 13.04% |
| Sharp | 1.12% | 0.69% |
| Beta | 0.88% | 0.88% |
| Alpha | 3.06% | -3.42% |
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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 | 1.17 | 3.18 |
| Small Cap | 18.86 | 23.5 |
| Mid Cap | 66 | 66.41 |
| Large Cap | 13.97 | 6.91 |
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 1.17 | 3.18 |
| Realty | 7.78 | 2.01 |
| Industrial Products | 9.16 | 7.76 |
| Auto Components | 7.58 | 11.27 |
| Healthcare Services | 6.77 | 3.52 |
| Retailing | 9.78 | 3.15 |
| Insurance | 4.71 | 2.94 |
| Consumer Durables | 8.24 | 8.54 |
| Leisure Services | 5.6 | 1.39 |
| Pharmaceuticals & Biotechnology | 6.61 | 7.22 |
| Capital Markets | 3.61 | 2.1 |
| Finance | 5.98 | 6.3 |
| Banks | 4.53 | 5.12 |
| Ferrous Metals | 1.34 | - |
| IT - Software | 6.45 | 7.69 |
| Telecom - Services | 1.38 | 2.31 |
| Electrical Equipment | 2.4 | 2.57 |
| Transport Services | 2.48 | 1.32 |
| Cement & Cement Products | 2.89 | 2.51 |
| Industrial Manufacturing | 1.54 | 0.8 |
| IT - Services | - | 0.95 |
| Automobiles | - | 1.11 |
| Fertilizers & Agrochemicals | - | 2.55 |
| Construction | - | 0.39 |
| Aerospace & Defense | - | 1.03 |
| Oil | - | 0.55 |
| Chemicals & Petrochemicals | - | 2.2 |
| Financial Technology (Fintech) | - | 2.56 |
| Power | - | 1.15 |
| Personal Products | - | 0.98 |
| Minerals & Mining | - | 1.08 |
| Beverages | - | 1.21 |
| Textiles & Apparels | - | 0.95 |
| Gas | - | 0.91 |
| Commercial Services & Supplies | - | 0.68 |
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