Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Bandhan Midcap Fund Regular vs Invesco India Midcap Fund compare

Link copied to clipboard!

tortoise-icon Bandhan Midcap Fund Regular - Growth

Invest Now

tortoise-icon Invesco India Midcap Fund - Growth Option

Invest Now

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) ₹1957 Cr ₹10006 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 -3.65% -1.64%
6 Month 0.28% 4.78%
1 Year -6.3% 3.15%
3 Year 19.94% 26.14%
5 Year - 24.27%

SIP Return Analysis

Scheme Name Bandhan Midcap Fund Regular - Growth Invesco India Midcap Fund - Growth Option
6 Month -0.69% 1.32%
1 Year 11.75% 22.16%
3 Year 16.02% 25.34%
5 Year - 23.64%

Rolling Lumpsum Returns

Scheme Name Bandhan Midcap Fund Regular - Growth Invesco India Midcap Fund - Growth Option
1 Year 31.9% 14.39%
3 Year 20.57% 19.28%
5 Year - 19.3%

Risk Management

Scheme Name Bandhan Midcap Fund Regular - Growth Invesco India Midcap Fund - Growth Option
Standard Deviation 16.04% 13.27%
Sharp 0.87% 1.25%
Beta 0.94% 0.95%
Alpha -1.22% 3.8%

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 10.14 10.42
Mid Cap 65.27 54.49
Large Cap 14.26 14.19
Small Cap 10.33 20.89

Sector Allocation

Scheme Name

Bandhan Midcap Fund Regular - Growth

Invesco India Midcap Fund - Growth Option

Others 2.78 2.01
Industrials 15.11 6.94
Consumer Cyclical 19.22 20.6
Healthcare 15.07 17.1
Basic Materials 8.61 3.63
Technology 13.12 6.91
Financial Services 19.44 34.71
Consumer Defensive 0.62 -
Real Estate 3.44 7.67
Communication Services 1.55 0.44
Utilities 1.05 -

Top Comparisons

HDFC Infrastructure Fund - Growth Plan HDFC Infrastructure Fund - Growth Plan

3Y Returns23.52%

VS

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns20.12%

Compare Now

ICICI Prudential Floating Interest Fund - Growth ICICI Prudential Floating Interest Fund - Growth

3Y Returns7.79%

VS

HDFC Floating Rate Debt Fund - Growth Option HDFC Floating Rate Debt Fund - Growth Option

3Y Returns7.9%

Compare Now

Tata Nifty Financial Services Index Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)

3Y Returns0%

VS

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.03%

Compare Now

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns16.67%

VS

Aditya Birla Sun Life Large Cap Fund-Growth Aditya Birla Sun Life Large Cap Fund-Growth

3Y Returns14.91%

Compare Now
Add to Cart Successfully