Bandhan Midcap Fund Regular vs Invesco India Midcap Fund compare
Bandhan Midcap Fund Regular - Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
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 | ₹9320 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 | 1% | 0.87% |
| 6 Month | 9.08% | 12.23% |
| 1 Year | 5.94% | 16.03% |
| 3 Year | 21.28% | 27.16% |
| 5 Year | - | 26.88% |
SIP Return Analysis
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 1.52% | 1.91% |
| 1 Year | 14.57% | 21.9% |
| 3 Year | 18.33% | 26.56% |
| 5 Year | - | 24.35% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 31.9% | 14.41% |
| 3 Year | 20.57% | 19.17% |
| 5 Year | - | 19.21% |
Risk Management
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 16.06% | 13.27% |
| Sharp | 0.86% | 1.24% |
| Beta | 0.94% | 0.95% |
| Alpha | -1.41% | 3.68% |
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 | 7.26 | 8.21 |
| Mid Cap | 65.58 | 55.09 |
| Large Cap | 16.37 | 15.32 |
| Small Cap | 10.78 | 21.38 |
Sector Allocation
| Scheme Name |
Bandhan Midcap Fund Regular - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 2.33 | 0.32 |
| Industrials | 16.66 | 9.75 |
| Consumer Cyclical | 21.58 | 17.8 |
| Healthcare | 15.45 | 18.35 |
| Basic Materials | 8.26 | 4.47 |
| Technology | 12.35 | 8.7 |
| Financial Services | 15.75 | 31.64 |
| Consumer Defensive | 1.35 | - |
| Communication Services | 1.7 | 1.35 |
| Real Estate | 3.41 | 7.62 |
| Utilities | 1.15 | - |
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