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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) | ₹8518 Cr | ₹11731 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 | 0.21% | 2.08% |
| 6 Month | 18.39% | 13.07% |
| 1 Year | 13.13% | 6.49% |
| 3 Year | 26.76% | 24.68% |
| 5 Year | 26.98% | 28.16% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.36% | 2.16% |
| 1 Year | 23.8% | 15.31% |
| 3 Year | 26.94% | 22.7% |
| 5 Year | 24.48% | 22.46% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.41% | 15.3% |
| 3 Year | 19.17% | 21.35% |
| 5 Year | 19.21% | 20.7% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 15.59% |
| Sharp | 1.24% | 1.08% |
| Beta | 0.95% | 0.94% |
| Alpha | 3.68% | 1.60% |
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 | 8.21 | 7.34 |
| Mid Cap | 55.09 | 70.95 |
| Large Cap | 15.32 | 8.47 |
| Small Cap | 21.38 | 13.24 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.32 | 3.62 |
| Industrials | 9.75 | 14.71 |
| Consumer Cyclical | 17.8 | 14.24 |
| Healthcare | 18.35 | 10.47 |
| Real Estate | 7.62 | 2.71 |
| Financial Services | 31.64 | 24.25 |
| Technology | 8.7 | 9.68 |
| Basic Materials | 4.47 | 11.05 |
| Communication Services | 1.35 | 1.78 |
| Consumer Defensive | - | 4.53 |
| Energy | - | 2.41 |
| Utilities | - | 0.57 |
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