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) | ₹5645 Cr | ₹8268 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 | 6.88% | 5.26% |
6 Month | -0.65% | -2.84% |
1 Year | 16.43% | 12.12% |
3 Year | 31.45% | 30.87% |
5 Year | 30.47% | 33.56% |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 13.85% | 11.59% |
1 Year | 19.18% | 12.67% |
3 Year | 30% | 27.68% |
5 Year | 26.59% | 26.54% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Midcap Fund - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.33% | 15.93% |
3 Year | 18.54% | 20.64% |
5 Year | 18.96% | 20.33% |
Risk Management
Scheme Name | Invesco India Midcap Fund - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.27% | 15.57% |
Sharp | 1.21% | 0.992% |
Beta | 0.93% | 0.906% |
Alpha | 2.06% | 1.762% |
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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 | 0.06 | 4.44 |
Mid Cap | 66.19 | 72.33 |
Large Cap | 13.49 | 9.66 |
Small Cap | 20.26 | 13.57 |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.06 | 3.54 |
Industrial Products | 5.32 | - |
Retailing | 7.83 | - |
Auto Components | 3.5 | - |
Healthcare Services | 10.63 | - |
Realty | 7.88 | - |
Insurance | 6.33 | - |
Consumer Durables | 6.19 | - |
Leisure Services | 4.87 | - |
Pharmaceuticals & Biotechnology | 6.61 | - |
Electrical Equipment | 2.75 | - |
Capital Markets | 8.51 | - |
Finance | 7.43 | - |
Banks | 4.07 | - |
Ferrous Metals | 2.91 | - |
IT - Software | 4.99 | - |
Telecom - Services | 1.97 | - |
Transport Services | 2.99 | - |
Cement & Cement Products | 3.65 | - |
Industrial Manufacturing | 1.51 | - |
Industrials | - | 14.33 |
Consumer Defensive | - | 4.99 |
Basic Materials | - | 7.86 |
Consumer Cyclical | - | 17.24 |
Healthcare | - | 12.6 |
Financial Services | - | 20.96 |
Real Estate | - | 3.84 |
Energy | - | 1.35 |
Technology | - | 11.5 |
Utilities | - | 0 |
Communication Services | - | 1.79 |
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