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 | ₹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 | - |
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