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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) | ₹10006 Cr | ₹32202 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹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 | -0.11% | -1.92% |
| 6 Month | 6.04% | 1.35% |
| 1 Year | 5.76% | -1.07% |
| 3 Year | 26.33% | 18.19% |
| 5 Year | 25.01% | 18.61% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.32% | -0.54% |
| 1 Year | 22.16% | 10.94% |
| 3 Year | 25.34% | 15.62% |
| 5 Year | 23.64% | 15.67% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.41% | 15.79% |
| 3 Year | 19.22% | 19.18% |
| 5 Year | 19.26% | 19.84% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.03% | 14.20% |
| Sharp | 1.20% | 0.84% |
| Beta | 0.95% | 0.83% |
| Alpha | 3.93% | -1.35% |
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 | 8.93 | 11.08 |
| Mid Cap | 55.48 | 70.45 |
| Large Cap | 14.61 | 12.67 |
| Small Cap | 20.98 | 5.8 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.56 | 5.95 |
| Industrials | 9.12 | 15.96 |
| Consumer Cyclical | 17 | 21.15 |
| Healthcare | 18.22 | 11.21 |
| Real Estate | 8.42 | 3.19 |
| Financial Services | 34.12 | 17.57 |
| Technology | 7.23 | 10.25 |
| Basic Materials | 3.95 | 9.07 |
| Communication Services | 1.39 | 3.49 |
| Energy | - | 0.85 |
| Consumer Defensive | - | 0.09 |
| Utilities | - | 1.21 |
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