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) | ₹5645 Cr | ₹17762 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 | 3.54% | 5.38% |
6 Month | 1.41% | -1.17% |
1 Year | 19.12% | 7.99% |
3 Year | 27.79% | 20.54% |
5 Year | 31.47% | 23.9% |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 7.37% | 6.58% |
1 Year | 10.97% | 2.36% |
3 Year | 28.52% | 19.86% |
5 Year | 25.78% | 17.79% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 14.1% | 13.63% |
3 Year | 18.13% | 16.56% |
5 Year | 18.76% | 16.41% |
Risk Management
Scheme Name | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.27% | 14.37% |
Sharp | 0.96% | 0.58% |
Beta | 0.92% | 0.97% |
Alpha | 1.87% | -5.01% |
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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 | 0.18 | 6.72 |
Mid Cap | 65.04 | 65.84 |
Large Cap | 13.12 | 11.78 |
Small Cap | 21.66 | 15.66 |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 0.18 | 6.72 |
Industrial Products | 5.84 | 7.93 |
Retailing | 6.83 | 0.83 |
Auto Components | 3.78 | 9.99 |
Healthcare Services | 11.3 | 2.14 |
Realty | 6.9 | 2.49 |
Insurance | 6.11 | 2.97 |
Consumer Durables | 5.6 | 4.44 |
Leisure Services | 4.91 | 1.89 |
Pharmaceuticals & Biotechnology | 7.09 | 9.13 |
Electrical Equipment | 2.87 | 0.56 |
Capital Markets | 7.14 | 1.94 |
Finance | 7.51 | 4 |
Banks | 4.17 | 5.21 |
Ferrous Metals | 3.08 | 1.6 |
IT - Software | 5.77 | 8.18 |
Chemicals & Petrochemicals | 1.09 | 4.97 |
Telecom - Services | 1.79 | 2.23 |
Transport Services | 3.05 | 0.94 |
Cement & Cement Products | 3.68 | 2.23 |
Industrial Manufacturing | 1.31 | - |
Agricultural, Commercial & Construction Vehicles | - | 0.62 |
Petroleum Products | - | 1.99 |
Gas | - | 1.56 |
IT - Services | - | 0.94 |
Automobiles | - | 2.05 |
Fertilizers & Agrochemicals | - | 4.61 |
Oil | - | 1.12 |
Construction | - | 1.35 |
Food Products | - | 1.41 |
Personal Products | - | 1.6 |
Textiles & Apparels | - | 2.36 |
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