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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) | ₹8518 Cr | ₹31147 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 | 5.12% | 3.55% |
| 6 Month | 18.42% | 11.4% |
| 1 Year | 14.96% | 5.33% |
| 3 Year | 28.12% | 19.6% |
| 5 Year | 28.54% | 21.98% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.32% | 1.57% |
| 1 Year | 24.72% | 13.29% |
| 3 Year | 28.47% | 18.35% |
| 5 Year | 25.55% | 17.49% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.41% | 16.23% |
| 3 Year | 18.92% | 19.32% |
| 5 Year | 19.13% | 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% | 0.82% |
| Beta | 0.95% | 0.83% |
| Alpha | 4.1% | -1.63% |
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 | 8.21 | 12.73 |
| Mid Cap | 55.09 | 69.27 |
| Large Cap | 15.32 | 12.64 |
| Small Cap | 21.38 | 5.36 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.32 | 8.39 |
| Industrials | 9.75 | 15.78 |
| Consumer Cyclical | 17.8 | 22.23 |
| Healthcare | 18.35 | 11.51 |
| Real Estate | 7.62 | 2.98 |
| Financial Services | 31.64 | 14.81 |
| Technology | 8.7 | 9.34 |
| Basic Materials | 4.47 | 9.92 |
| Communication Services | 1.35 | 2.96 |
| Energy | - | 0.82 |
| Consumer Defensive | - | 0.09 |
| Utilities | - | 1.16 |
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