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 | -4.47% | -7.37% |
| 6 Month | 15.77% | 7.95% |
| 1 Year | 43.65% | 26.36% |
| 3 Year | 21.57% | 14.64% |
| 5 Year | 26.77% | 24.22% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 35.96% | 22.13% |
| 3 Year | 33.13% | 24.53% |
| 5 Year | 29.93% | 25.52% |
| 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 | 1.05% | 0.76% |
| Beta | 0.89% | 0.88% |
| Alpha | 1.54% | -2.94% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
Top Comparisons
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
3Y Returns15.28%
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns11.91%
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns5.42%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns5.57%
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
3Y Returns0%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns17.55%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns5.85%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns5.79%