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Axis Midcap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹10296 Cr | ₹31717 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 19 Apr 2007 | 18 Feb 2011 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | BSE 150 MidCap Index |
| Turn Over | 70% | 23% |
| Expense Ratio | 1.8 | 1.58 |
| Manager | Aditya Khemani | Shreyash Devalkar |
| ISIN Code | INF205K01BC9 | INF846K01859 |
| 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 | Axis Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -5.34% | -1.71% |
| 6 Month | -4.62% | -2.99% |
| 1 Year | 12.63% | 8.45% |
| 3 Year | 25.73% | 19.69% |
| 5 Year | 22.24% | 17.57% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -7.59% | -5.96% |
| 1 Year | -2.67% | -4.45% |
| 3 Year | 16.84% | 9.98% |
| 5 Year | 19.38% | 12.85% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.31% | 15.62% |
| 3 Year | 19.38% | 19.18% |
| 5 Year | 19.35% | 19.77% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.27% | 13.08% |
| Sharp | 1.21% | 0.93% |
| Beta | 0.96% | 0.82% |
| Alpha | 2.88% | -1.15% |
Fund Managers
| Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Aditya Khemani | Shreyash Devalkar |
| Total AUM | ₹12070 Cr | ₹166770 Cr |
| Funds Managed | 3 | 14 |
| Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 12.12 | 15.17 |
| Large Cap | 14.94 | 12.2 |
| Small Cap | 20.09 | 3.72 |
| Mid Cap | 52.85 | 68.9 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.5 | 7.11 |
| Consumer Cyclical | 19.69 | 20.46 |
| Healthcare | 18.14 | 9.61 |
| Real Estate | 7.29 | 3.15 |
| Financial Services | 33.81 | 18.89 |
| Technology | 6.39 | 8.92 |
| Basic Materials | 3.74 | 7.83 |
| Industrials | 8.13 | 18.23 |
| Communication Services | 0.31 | 3.49 |
| Energy | - | 1 |
| Consumer Defensive | - | 0.09 |
| Utilities | - | 1.23 |
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