UTI Mid Cap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
UTI Mid Cap Fund-Growth Option
Chart Comparison
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 | 7.9% | 5.81% |
6 Month | -8.55% | -14.66% |
1 Year | 18.4% | 4.73% |
3 Year | 21.1% | 13.16% |
5 Year | 29.16% | 26.52% |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
6 Month | -2.43% | -4.62% |
1 Year | -3.03% | -14.94% |
3 Year | 24.23% | 12.73% |
5 Year | 23.75% | 16.7% |
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 | 0.8% | 0.44% |
Beta | 0.93% | 0.94% |
Alpha | 1.49% | -5% |
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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 | 2.1 | 5.95 |
Mid Cap | 64.75 | 66.08 |
Large Cap | 13.09 | 7.96 |
Small Cap | 20.07 | 20.01 |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 0.35 | 3.78 |
Industrials | 9.48 | 13.46 |
Consumer Cyclical | 19.8 | 19.96 |
Healthcare | 18.02 | 11.89 |
Real Estate | 7.12 | 3.4 |
Financial Services | 23.61 | 18.85 |
Basic Materials | 9.73 | 12.33 |
Technology | 10.12 | 10.93 |
Communication Services | 1.75 | 2.63 |
Utilities | - | 1.02 |
Consumer Defensive | - | 1.73 |
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