Axis Midcap Fund vs Invesco India Midcap Fund compare

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)	₹5625 Cr	₹30008 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	1.82	1.57
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

Scheme Name	Invesco India Midcap Fund - Growth Option	Axis Midcap Fund - Regular Plan - Growth
1 Month	7.27%	4.58%
6 Month	20.4%	11.05%
1 Year	48.97%	37.32%
3 Year	25.22%	17.63%
5 Year	28.7%	23.81%

Scheme Name	Invesco India Midcap Fund - Growth Option	Axis Midcap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	46.61%	30.62%
3 Year	37.63%	27.67%
5 Year	32.2%	25.18%

Scheme Name	Invesco India Midcap Fund - Growth Option	Axis Midcap Fund - Regular Plan - Growth
1 Year	13.8%	16.59%
3 Year	17.68%	19.75%
5 Year	18.59%	19.46%

Scheme Name	Invesco India Midcap Fund - Growth Option	Axis Midcap Fund - Regular Plan - Growth
Standard Deviation	13.27%	13.08%
Sharp	1.15%	0.76%
Beta	0.89%	0.81%
Alpha	2.51%	-2.57%

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
Fund Manage	3	14
	Invesco India Midcap Fund - Growth Option	Axis Midcap Fund - Regular Plan - Growth

Scheme Name	Invesco India Midcap Fund - Growth Option	Axis Midcap Fund - Regular Plan - Growth
Others	1.17	5.54
Small Cap	18.86	6.72
Mid Cap	66	69.81
Large Cap	13.97	17.97

Scheme Name	Invesco India Midcap Fund - Growth Option	Axis Midcap Fund - Regular Plan - Growth
Others	1.17	5.54
Realty	7.78	4.93
Industrial Products	9.16	7.04
Auto Components	7.58	10.37
Healthcare Services	6.77	4.03
Retailing	9.78	4.95
Insurance	4.71	1.66
Consumer Durables	8.24	3.39
Leisure Services	5.6	3.18
Pharmaceuticals & Biotechnology	6.61	7.54
Capital Markets	3.61	1.32
Finance	5.98	6.28
Banks	4.53	4.49
Ferrous Metals	1.34	0.35
IT - Software	6.45	6.78
Telecom - Services	1.38	2.15
Electrical Equipment	2.4	5.55
Transport Services	2.48	0.27
Cement & Cement Products	2.89	1.59
Industrial Manufacturing	1.54	0.84
IT - Services	-	0.67
Aerospace & Defense	-	1.26
Petroleum Products	-	0.45
Fertilizers & Agrochemicals	-	4.63
Power	-	2.16
Personal Products	-	1.03
Oil	-	0.14
Chemicals & Petrochemicals	-	2.95
Financial Technology (Fintech)	-	1.44
Diversified	-	0.66
Automobiles	-	1.62
Textiles & Apparels	-	0.78