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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) | ₹7406 Cr | ₹6205 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 | -0.71% | -2.15% |
| 6 Month | 12.19% | 7.65% |
| 1 Year | 17.07% | 2.77% |
| 3 Year | 27.88% | 19.02% |
| 5 Year | 28.85% | 25.88% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | 11.02% | 6.25% |
| 1 Year | 18.05% | 4.82% |
| 3 Year | 28.53% | 18.35% |
| 5 Year | 25.62% | 19.01% |
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 | 1.51% | 1.1% |
| Beta | 0.93% | 0.92% |
| Alpha | 3.42% | -3.69% |
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 | 6.58 | 7.92 |
| Mid Cap | 60.53 | 67.6 |
| Large Cap | 14.91 | 6.19 |
| Small Cap | 17.98 | 18.28 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 1 | 3.67 |
| Industrials | 12.25 | 11.94 |
| Consumer Cyclical | 17.09 | 14.25 |
| Healthcare | 18.98 | 12.04 |
| Real Estate | 7.93 | 3.87 |
| Financial Services | 26.6 | 22.92 |
| Technology | 8.31 | 9.1 |
| Basic Materials | 5.97 | 15.62 |
| Communication Services | 1.86 | 1.2 |
| Consumer Defensive | - | 2.8 |
| Utilities | - | 2.6 |
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