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DSP Midcap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
DSP Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹10006 Cr | ₹19855 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 19 Apr 2007 | 14 Nov 2006 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 70% | 22% |
| Expense Ratio | 1.8 | 1.68 |
| Manager | Aditya Khemani | Vinit Sambre |
| ISIN Code | INF205K01BC9 | INF740K01128 |
| 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 | DSP Midcap 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 | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.52% | 0.29% |
| 6 Month | 3.67% | 2.83% |
| 1 Year | 6.48% | 2.37% |
| 3 Year | 28.46% | 21.27% |
| 5 Year | 24.4% | 16.4% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.34% | -0.14% |
| 1 Year | 16.89% | 11.27% |
| 3 Year | 24.6% | 15.63% |
| 5 Year | 23.55% | 15.48% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.39% | 12.5% |
| 3 Year | 19.28% | 16.79% |
| 5 Year | 19.3% | 16.75% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.27% | 14.37% |
| Sharp | 1.25% | 0.84% |
| Beta | 0.95% | 0.97% |
| Alpha | 3.8% | -3.1% |
Fund Managers
| Scheme Name | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Aditya Khemani | Vinit Sambre |
| Total AUM | ₹12070 Cr | ₹31142 Cr |
| Funds Managed | 3 | 3 |
| Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.42 | 11.44 |
| Mid Cap | 54.49 | 59.98 |
| Large Cap | 14.19 | 13.29 |
| Small Cap | 20.89 | 15.3 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.01 | 5.18 |
| Industrials | 6.94 | 11.56 |
| Consumer Cyclical | 20.6 | 17.89 |
| Healthcare | 17.1 | 10.14 |
| Real Estate | 7.67 | 2.31 |
| Financial Services | 34.71 | 20.73 |
| Technology | 6.91 | 10.38 |
| Basic Materials | 3.63 | 14.2 |
| Communication Services | 0.44 | 2.38 |
| Energy | - | 2.84 |
| Utilities | - | 0.78 |
| Consumer Defensive | - | 1.6 |
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