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) | ₹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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