Aditya Birla Sun Life MidCap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
Aditya Birla Sun Life MidCap Fund-Growth
Chart Comparison
Overview
Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Fund | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5645 Cr | ₹5533 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 Apr 2007 | 03 Oct 2002 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
Turn Over | 70% | 16% |
Expense Ratio | 1.8 | 1.87 |
Manager | Aditya Khemani | Dhaval Joshi |
ISIN Code | INF205K01BC9 | INF209K01363 |
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 | Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
1 Month | 8.74% | 7.24% |
6 Month | 4.7% | 1.03% |
1 Year | 21.62% | 11.27% |
3 Year | 29.27% | 21.86% |
5 Year | 31.39% | 29.89% |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
6 Month | 7.37% | 6.53% |
1 Year | 10.97% | 2.83% |
3 Year | 28.52% | 20.44% |
5 Year | 25.78% | 20.91% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
1 Year | 14.1% | 21% |
3 Year | 18.13% | 18.45% |
5 Year | 18.76% | 15.37% |
Risk Management
Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Standard Deviation | 13.27% | 13.87% |
Sharp | 0.96% | 0.64% |
Beta | 0.92% | 0.92% |
Alpha | 1.87% | -3.83% |
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Fund Managers
Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Name | Aditya Khemani | Dhaval Joshi |
Total AUM | ₹12070 Cr | ₹361932 Cr |
Funds Managed | 3 | 55 |
Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
Market Cap
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Others | 0.18 | 4.24 |
Mid Cap | 65.04 | 67.91 |
Large Cap | 13.12 | 12.04 |
Small Cap | 21.66 | 16.26 |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Others | 0.18 | 4.24 |
Industrial Products | 5.84 | 7.75 |
Retailing | 6.83 | 2.57 |
Auto Components | 3.78 | 5.84 |
Healthcare Services | 11.3 | 4.78 |
Realty | 6.9 | 3.49 |
Insurance | 6.11 | 2.56 |
Consumer Durables | 5.6 | 4.25 |
Leisure Services | 4.91 | 2.42 |
Pharmaceuticals & Biotechnology | 7.09 | 7.89 |
Electrical Equipment | 2.87 | 2.3 |
Capital Markets | 7.14 | 1.69 |
Finance | 7.51 | 10.2 |
Banks | 4.17 | 6.65 |
Ferrous Metals | 3.08 | 2.13 |
IT - Software | 5.77 | 6 |
Chemicals & Petrochemicals | 1.09 | 5.35 |
Telecom - Services | 1.79 | - |
Transport Services | 3.05 | 0.82 |
Cement & Cement Products | 3.68 | 1.97 |
Industrial Manufacturing | 1.31 | - |
IT - Services | - | 0.56 |
Paper, Forest & Jute Products | - | 0.86 |
Fertilizers & Agrochemicals | - | 1.89 |
Diversified Metals | - | 0.95 |
Construction | - | 0.22 |
Automobiles | - | 0.88 |
Minerals & Mining | - | 1.98 |
Beverages | - | 3.15 |
Transport Infrastructure | - | 0.69 |
Textiles & Apparels | - | 3.4 |
Power | - | 2.97 |
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