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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) | ₹10006 Cr | ₹6278 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 | -0.03% | 1.23% |
| 6 Month | 5.4% | 3.56% |
| 1 Year | 6.91% | 4.7% |
| 3 Year | 27.48% | 21.35% |
| 5 Year | 25.22% | 21.59% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | -0.34% | 0.59% |
| 1 Year | 16.89% | 11.65% |
| 3 Year | 24.6% | 16.11% |
| 5 Year | 23.55% | 17.09% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 14.39% | 19.29% |
| 3 Year | 19.28% | 18.6% |
| 5 Year | 19.3% | 15.84% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.27% | 13.87% |
| Sharp | 1.25% | 0.88% |
| Beta | 0.95% | 0.94% |
| Alpha | 3.8% | -2.36% |
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 | 10.42 | 10.13 |
| Mid Cap | 54.49 | 63.88 |
| Large Cap | 14.19 | 4.82 |
| Small Cap | 20.89 | 21.18 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 2.01 | 1.14 |
| Industrials | 6.94 | 11.87 |
| Consumer Cyclical | 20.6 | 17.5 |
| Healthcare | 17.1 | 7.68 |
| Real Estate | 7.67 | 5.73 |
| Financial Services | 34.71 | 23.76 |
| Technology | 6.91 | 12.81 |
| Basic Materials | 3.63 | 15.09 |
| Communication Services | 0.44 | 1.06 |
| Consumer Defensive | - | 1.06 |
| Utilities | - | 2.3 |
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