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Edelweiss Mid Cap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Midcap Fund - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Invesco India Midcap Fund - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹10006 Cr | ₹13196 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 19 Apr 2007 | 26 Dec 2007 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 70% | 43% |
| Expense Ratio | 1.8 | 1.73 |
| Manager | Aditya Khemani | Trideep Bhattacharya |
| ISIN Code | INF205K01BC9 | INF843K01013 |
| 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 | Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.64% | -1.25% |
| 6 Month | 4.78% | 2.43% |
| 1 Year | 3.15% | -0.11% |
| 3 Year | 26.14% | 24.47% |
| 5 Year | 24.27% | 24.93% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.32% | 2.01% |
| 1 Year | 22.16% | 17.19% |
| 3 Year | 25.34% | 21.88% |
| 5 Year | 23.64% | 21.93% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.39% | 15.08% |
| 3 Year | 19.28% | 21.47% |
| 5 Year | 19.3% | 20.75% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 15.58% |
| Sharp | 1.25% | 1.09% |
| Beta | 0.95% | 0.94% |
| Alpha | 3.8% | 1.92% |
Fund Managers
| Scheme Name | Invesco India Midcap Fund - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Aditya Khemani | Trideep Bhattacharya |
| Total AUM | ₹12070 Cr | ₹0 Cr |
| Funds Managed | 3 | 9 |
| Invesco India Midcap Fund - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 10.42 | 9.52 |
| Mid Cap | 54.49 | 70.12 |
| Large Cap | 14.19 | 7.67 |
| Small Cap | 20.89 | 12.69 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.01 | 2.84 |
| Industrials | 6.94 | 12.89 |
| Consumer Cyclical | 20.6 | 14.44 |
| Healthcare | 17.1 | 8.56 |
| Real Estate | 7.67 | 3.03 |
| Financial Services | 34.71 | 28.35 |
| Technology | 6.91 | 11.74 |
| Basic Materials | 3.63 | 9.3 |
| Communication Services | 0.44 | 1.92 |
| Consumer Defensive | - | 4.2 |
| Energy | - | 2.16 |
| Utilities | - | 0.54 |
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