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) | ₹8518 Cr | ₹3538 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 | 2.17% | - |
6 Month | 21.63% | 18.7% |
1 Year | 7.25% | 0.57% |
3 Year | 29.02% | - |
5 Year | 28.7% | - |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 4.37% | 3.22% |
1 Year | 24.21% | 18.88% |
3 Year | 27.69% | - |
5 Year | 24.97% | - |
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 | 18.92% | - |
5 Year | 19.13% | - |
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% | - |
Beta | 0.95% | - |
Alpha | 4.1% | - |
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 | 8.61 | 6.8 |
Mid Cap | 56.15 | 73.39 |
Large Cap | 15.84 | 13 |
Small Cap | 19.4 | 6.81 |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 0.84 | 4.11 |
Industrials | 10.13 | 16.36 |
Consumer Cyclical | 17.28 | 22.1 |
Healthcare | 18.68 | 8.53 |
Real Estate | 7.58 | 4.91 |
Financial Services | 30.14 | 17.5 |
Technology | 8.75 | 12.4 |
Basic Materials | 5.07 | 7.98 |
Communication Services | 1.53 | 2.57 |
Utilities | - | 3.52 |
Top Comparisons
ITI Overnight Fund Regular - Growth
3Y Returns6.14%
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.38%
Nippon India Value Fund- Growth Plan
3Y Returns22.92%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns19.38%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns15.48%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns20.43%
Kotak Savings Fund -Growth
3Y Returns7.01%
Axis Ultra Short Duration Fund - Regular Plan Growth
3Y Returns6.77%