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Bandhan Midcap Fund Regular vs Invesco India Midcap Fund compare

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tortoise-icon Bandhan Midcap Fund Regular - Growth

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tortoise-icon Invesco India Midcap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Bandhan Midcap Fund Regular - Growth Invesco India Midcap Fund - Growth Option
Fund Bandhan Midcap Fund Regular - Growth Invesco India Midcap Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1818 Cr ₹8062 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 18 Aug 2022 19 Apr 2007
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark BSE 150 MidCap Index BSE 150 MidCap Index
Turn Over % 70%
Expense Ratio 2.1 1.8
Manager Harshal Joshi Aditya Khemani
ISIN Code INF194KB1DM6 INF205K01BC9
Exits Load Bandhan Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Invesco India Mid Cap 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 Bandhan Midcap Fund Regular - Growth Invesco India Midcap Fund - Growth Option
1 Month 3.77% 2.03%
6 Month 22.47% 26.7%
1 Year -1.84% 7.83%
3 Year 20.56% 26.03%
5 Year - 28.44%

SIP Return Analysis

Scheme Name Bandhan Midcap Fund Regular - Growth Invesco India Midcap Fund - Growth Option
6 Month 7.06% 7.06%
1 Year 15.63% 23.07%
3 Year 20.93% 28.62%
5 Year - 25.52%

Rolling Lumpsum Returns

Scheme Name Bandhan Midcap Fund Regular - Growth Invesco India Midcap Fund - Growth Option
1 Year 35.64% 14.54%
3 Year - 18.76%
5 Year - 19.05%

Risk Management

Scheme Name Bandhan Midcap Fund Regular - Growth Invesco India Midcap Fund - Growth Option
Standard Deviation 16.05% 13.27%
Sharp 0.79% 1.2%
Beta 0.91% 0.95%
Alpha -0.64% 4.69%

Fund Managers

Scheme Name Bandhan Midcap Fund Regular - Growth Invesco India Midcap Fund - Growth Option
Name Harshal Joshi Aditya Khemani
Total AUM ₹42965 Cr ₹12070 Cr
Funds Managed 20 3
Bandhan Midcap Fund Regular - Growth Invesco India Midcap Fund - Growth Option

Market Cap

Scheme Name

Bandhan Midcap Fund Regular - Growth

Invesco India Midcap Fund - Growth Option

Others 7.61 8.19
Mid Cap 66.81 59.02
Large Cap 15.79 12.26
Small Cap 9.78 20.53

Sector Allocation

Scheme Name

Bandhan Midcap Fund Regular - Growth

Invesco India Midcap Fund - Growth Option

Others 3.22 1.92
Industrials 19.64 10.06
Consumer Cyclical 21.4 16.17
Technology 9.53 7.74
Healthcare 13.23 19.75
Basic Materials 9.65 5.42
Financial Services 14.59 29.43
Communication Services 1.73 1.65
Consumer Defensive 1.48 -
Real Estate 4.21 7.86
Utilities 1.33 -

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