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) | ₹9320 Cr | ₹3849 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 | -0.11% | -1.08% |
| 6 Month | 6.8% | 3.02% |
| 1 Year | 6.69% | 1.81% |
| 3 Year | 25.95% | 20.2% |
| 5 Year | 25.11% | - |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 2.5% | 0.75% |
| 1 Year | 22.2% | 15.97% |
| 3 Year | 25.6% | 17.38% |
| 5 Year | 23.79% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 14.41% | 32.85% |
| 3 Year | 19.22% | - |
| 5 Year | 19.26% | - |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | - |
| Sharp | 1.25% | - |
| Beta | 0.95% | - |
| Alpha | 3.8% | - |
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 | 0.57 | 8.98 |
| Mid Cap | 62.54 | 72.98 |
| Small Cap | 22.74 | 5.88 |
| Large Cap | 14.15 | 12.16 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 0.57 | 5.03 |
| Industrial Products | 3.51 | - |
| Retailing | 11.81 | - |
| Auto Components | 1.87 | - |
| Healthcare Services | 10.36 | - |
| Realty | 7.81 | - |
| Insurance | 6.02 | - |
| Consumer Durables | 7.27 | - |
| Commercial Services & Supplies | 0.6 | - |
| IT - Software | 4.41 | - |
| Pharmaceuticals & Biotechnology | 7.86 | - |
| Capital Markets | 7.52 | - |
| Finance | 9.91 | - |
| Banks | 10.66 | - |
| Telecom - Services | 1.39 | - |
| Electrical Equipment | 1.25 | - |
| Transport Services | 2.56 | - |
| Industrial Manufacturing | 1.43 | - |
| Cement & Cement Products | 3.19 | - |
| Financial Services | - | 17.16 |
| Consumer Cyclical | - | 20.32 |
| Technology | - | 14.52 |
| Healthcare | - | 7.45 |
| Industrials | - | 15.19 |
| Real Estate | - | 4.51 |
| Basic Materials | - | 9.85 |
| Communication Services | - | 2.82 |
| Utilities | - | 3.15 |
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