Aditya Birla Sun Life MidCap Fund vs Invesco India Midcap Fund compare

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Invesco India Midcap Fund - Growth Option

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Aditya Birla Sun Life MidCap Fund-Growth

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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	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

Scheme Name	Invesco India Midcap Fund - Growth Option	Aditya Birla Sun Life MidCap Fund-Growth
1 Month	2.99%	2.28%
6 Month	-2.92%	-7.33%
1 Year	16.14%	5.97%
3 Year	22.99%	16.34%
5 Year	28.97%	27.64%

Scheme Name	Invesco India Midcap Fund - Growth Option	Aditya Birla Sun Life MidCap Fund-Growth
6 Month	0.23%	0.51%
1 Year	-0.28%	-6.32%
3 Year	25.26%	18.08%
5 Year	24.17%	19.93%

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%

Scheme Name	Invesco India Midcap Fund - Growth Option	Aditya Birla Sun Life MidCap Fund-Growth
Standard Deviation	13.27%	13.87%
Sharp	0.8%	0.52%
Beta	0.93%	0.93%
Alpha	1.49%	-3.5%

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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

Scheme Name	Invesco India Midcap Fund - Growth Option	Aditya Birla Sun Life MidCap Fund-Growth
Others	2.1	3.74
Mid Cap	64.75	67.82
Large Cap	13.09	12.09
Small Cap	20.07	16.35

Scheme Name	Invesco India Midcap Fund - Growth Option	Aditya Birla Sun Life MidCap Fund-Growth
Others	0.35	3.74
Industrials	9.48	-
Consumer Cyclical	19.8	-
Healthcare	18.02	-
Real Estate	7.12	-
Financial Services	23.61	-
Basic Materials	9.73	-
Technology	10.12	-
Communication Services	1.75	-
Construction	-	0.82
IT - Services	-	0.61
Finance	-	10.11
Retailing	-	2.7
Pharmaceuticals & Biotechnology	-	7.64
Chemicals & Petrochemicals	-	4.81
IT - Software	-	6.25
Leisure Services	-	2.42
Paper, Forest & Jute Products	-	0.8
Healthcare Services	-	4.76
Auto Components	-	5.87
Banks	-	6.93
Electrical Equipment	-	2.51
Transport Services	-	0.81
Capital Markets	-	1.59
Fertilizers & Agrochemicals	-	1.73
Insurance	-	2.42
Industrial Products	-	7.13
Diversified Metals	-	0.88
Realty	-	3.6
Ferrous Metals	-	2.47
Consumer Durables	-	4.27
Oil	-	0.38
Automobiles	-	0.88
Minerals & Mining	-	1.96
Beverages	-	3.23
Transport Infrastructure	-	0.68
Textiles & Apparels	-	3.34
Power	-	2.75
Cement & Cement Products	-	1.91