Canara Robeco Mid Cap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Fund | Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7802 Cr | ₹3133 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 Apr 2007 | 02 Dec 2022 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 150 MidCap Index | BSE 150 MidCap Index |
Turn Over | 70% | 18% |
Expense Ratio | 1.8 | 1.96 |
Manager | Aditya Khemani | Shridatta Bhandwaldar |
ISIN Code | INF205K01BC9 | INF760K01KL5 |
Exits Load | Invesco India Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Canara Robeco Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
1 Month | -0.08% | 1.22% |
6 Month | 24.05% | 20.8% |
1 Year | 14.95% | 3.43% |
3 Year | 28.4% | - |
5 Year | 28.57% | - |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 9.97% | 8.37% |
1 Year | 20.1% | 13.92% |
3 Year | 28.94% | - |
5 Year | 25.81% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 14.54% | 34.55% |
3 Year | 18.76% | - |
5 Year | 19.05% | - |
Risk Management
Scheme Name | Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 13.27% | - |
Sharp | 1.33% | - |
Beta | 0.94% | - |
Alpha | 4.04% | - |
Fund Managers
Scheme Name | Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Name | Aditya Khemani | Shridatta Bhandwaldar |
Total AUM | ₹12070 Cr | ₹69491 Cr |
Funds Managed | 3 | 12 |
Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
Market Cap
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 8.19 | 4.54 |
Mid Cap | 59.02 | 76.61 |
Large Cap | 12.26 | 12.1 |
Small Cap | 20.53 | 6.75 |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 1.92 | 1.76 |
Industrials | 10.06 | 16.67 |
Consumer Cyclical | 16.17 | 22.22 |
Healthcare | 19.75 | 9.09 |
Real Estate | 7.86 | 5.02 |
Financial Services | 29.43 | 18.68 |
Technology | 7.74 | 12.09 |
Basic Materials | 5.42 | 8.25 |
Communication Services | 1.65 | 2.69 |
Energy | - | 0 |
Utilities | - | 3.53 |
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