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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) | ₹8062 Cr | ₹5970 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 | 1.36% | 2.47% |
| 6 Month | 27.8% | 19.05% |
| 1 Year | 7.2% | -3.99% |
| 3 Year | 26.25% | 17.67% |
| 5 Year | 27.36% | 23.85% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | 7.06% | 4.04% |
| 1 Year | 23.07% | 11.78% |
| 3 Year | 28.62% | 18.72% |
| 5 Year | 25.52% | 18.79% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 14.54% | 20.02% |
| 3 Year | 18.76% | 18.45% |
| 5 Year | 19.05% | 15.6% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.27% | 13.87% |
| Sharp | 1.2% | 0.76% |
| Beta | 0.95% | 0.94% |
| Alpha | 4.69% | -2.6% |
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 | 8.19 | 8.56 |
| Mid Cap | 59.02 | 68.85 |
| Large Cap | 12.26 | 4.66 |
| Small Cap | 20.53 | 17.93 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 1.92 | 3.54 |
| Industrials | 10.06 | 11.11 |
| Consumer Cyclical | 16.17 | 14.97 |
| Healthcare | 19.75 | 12.48 |
| Real Estate | 7.86 | 3.81 |
| Financial Services | 29.43 | 20.54 |
| Technology | 7.74 | 10.98 |
| Basic Materials | 5.42 | 16.2 |
| Communication Services | 1.65 | 1.14 |
| Consumer Defensive | - | 2.87 |
| Utilities | - | 2.36 |
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