Edelweiss Mid Cap Fund vs Invesco India Midcap Fund compare

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tortoise-icon Invesco India Midcap Fund - Growth Option

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tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3968 Cr ₹4624 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 S&P BSE 150 MidCap TRI NIFTY Midcap 150 TRI
Turn Over 70% 43%
Expense Ratio 1.86 1.83
Manager Aditya Khemani Trideep Bhattacharya
ISIN Code INF205K01BC9 INF843K01013
Exits Load For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month 3.12% 4.86%
6 Month 26.32% 27.87%
1 Year 53.09% 61.38%
3 Year 24.59% 26.57%
5 Year 27.22% 29.95%

SIP Return Analysis

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 23.2% 23.66%
3 Year 53.33% 55.01%
5 Year 103.01% 115.03%

Rolling Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 28.73% 32.36%
3 Year 75.07% 84.42%
5 Year 115.7% 130.89%

Risk Management

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.27% 13.78%
Sharp 1.24% 1.3%
Beta 0.94% 0.92%
Alpha 1.04% 1.1%

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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
Fund Manage 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

Large Cap 15.58 13.08
Mid Cap 63.72 62.94
Small Cap 15.89 14.49
Others 4.81 9.49

Sector Allocation

Scheme Name

Invesco India Midcap Fund - Growth Option

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Services 14.95 11.48
Construction 7.57 4.54
Financial 15.38 14.64
Healthcare 12.04 6.29
Capital Goods 13.15 20.88
Consumer Discretionary 3.88 1.97
Automobile 9.1 11.39
Technology 3.97 5.63
Materials 5.34 5.49
Diversified 2.29 -
Consumer Staples 1.89 1.87
Insurance 1.7 -
Communication 2.52 1.48
Energy 1.47 0.95
Others 0.91 3.31
Metals & Mining 2.83 6.29
Textiles 1.01 0.31
Chemicals - 3.48

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