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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) | ₹8062 Cr | ₹19331 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 | 2.51% | 4.36% |
| 6 Month | 28.47% | 21.87% |
| 1 Year | 7.7% | -1.72% |
| 3 Year | 27.6% | 19.05% |
| 5 Year | 27.57% | 19.08% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.06% | 5.77% |
| 1 Year | 23.07% | 14.32% |
| 3 Year | 28.62% | 18.93% |
| 5 Year | 25.52% | 16.95% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.54% | 12.99% |
| 3 Year | 18.76% | 16.58% |
| 5 Year | 19.05% | 16.55% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.27% | 14.37% |
| Sharp | 1.2% | 0.74% |
| Beta | 0.95% | 0.98% |
| Alpha | 4.69% | -3.04% |
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 | 8.61 | 11.16 |
| Mid Cap | 56.15 | 61.64 |
| Large Cap | 15.84 | 10.84 |
| Small Cap | 19.4 | 16.37 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
DSP Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.84 | 5.77 |
| Industrials | 11.33 | 13.89 |
| Consumer Cyclical | 17.28 | 16.73 |
| Healthcare | 18.68 | 11.26 |
| Real Estate | 7.58 | 2.08 |
| Financial Services | 30.14 | 16.96 |
| Technology | 7.55 | 10.53 |
| Basic Materials | 5.07 | 15.12 |
| Communication Services | 1.53 | 1.73 |
| Energy | - | 2.51 |
| Utilities | - | 0.8 |
| Consumer Defensive | - | 2.61 |
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