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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) | ₹9320 Cr | ₹19609 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 | -1.11% | -1.64% |
| 6 Month | 2.34% | 0.24% |
| 1 Year | 3.88% | -2.64% |
| 3 Year | 25.55% | 18.32% |
| 5 Year | 24.69% | 16% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.5% | 1.78% |
| 1 Year | 22.2% | 15.15% |
| 3 Year | 25.6% | 16.3% |
| 5 Year | 23.79% | 15.58% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.41% | 12.58% |
| 3 Year | 19.22% | 16.76% |
| 5 Year | 19.26% | 16.76% |
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 | 8.93 | 9.92 |
| Mid Cap | 55.48 | 60.36 |
| Large Cap | 14.61 | 13.95 |
| Small Cap | 20.98 | 15.78 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.56 | 3.97 |
| Industrials | 9.12 | 12.57 |
| Consumer Cyclical | 17 | 17.87 |
| Healthcare | 18.22 | 11 |
| Real Estate | 8.42 | 2.26 |
| Financial Services | 34.12 | 19.97 |
| Technology | 7.23 | 10.18 |
| Basic Materials | 3.95 | 14.33 |
| Communication Services | 1.39 | 2.35 |
| Energy | - | 3 |
| Utilities | - | 0.82 |
| Consumer Defensive | - | 1.66 |
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