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) | ₹10296 Cr | ₹4068 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹100 | ₹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 | -5.6% | -2.44% |
| 6 Month | -4.69% | -2.44% |
| 1 Year | 11.92% | 11.07% |
| 3 Year | 25.78% | 20.48% |
| 5 Year | 22.24% | - |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -7.59% | -6.05% |
| 1 Year | -2.67% | -2.39% |
| 3 Year | 16.84% | 11.15% |
| 5 Year | 19.38% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 14.31% | 27.47% |
| 3 Year | 19.38% | 20.27% |
| 5 Year | 19.35% | - |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | - |
| Sharp | 1.21% | 0.95% |
| Beta | 0.96% | 0.89% |
| Alpha | 2.88% | -1.4% |
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 | 12.12 | 11.33 |
| Large Cap | 14.94 | 14.52 |
| Small Cap | 20.09 | 4.88 |
| Mid Cap | 52.85 | 69.26 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 2.5 | 2.75 |
| Consumer Cyclical | 19.69 | 18.59 |
| Healthcare | 18.14 | 6.21 |
| Real Estate | 7.29 | 5.53 |
| Financial Services | 33.81 | 21.48 |
| Technology | 6.39 | 13.75 |
| Basic Materials | 3.74 | 9.21 |
| Industrials | 8.13 | 16.31 |
| Communication Services | 0.31 | 2.59 |
| Consumer Defensive | - | 0.7 |
| Utilities | - | 2.88 |
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