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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) | ₹8062 Cr | ₹11297 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 | 1.36% | 2.27% |
| 6 Month | 27.8% | 21.47% |
| 1 Year | 7.2% | 1.3% |
| 3 Year | 26.25% | 22.63% |
| 5 Year | 27.36% | 28.38% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.06% | 4.63% |
| 1 Year | 23.07% | 13.94% |
| 3 Year | 28.62% | 24.57% |
| 5 Year | 25.52% | 23.94% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.54% | 15.68% |
| 3 Year | 18.76% | 20.86% |
| 5 Year | 19.05% | 20.48% |
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 | 1.2% | 1.00% |
| Beta | 0.95% | 0.92% |
| Alpha | 4.69% | 2.12% |
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 | 8.19 | 9 |
| Mid Cap | 59.02 | 69.82 |
| Large Cap | 12.26 | 7.98 |
| Small Cap | 20.53 | 13.21 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.92 | 4.28 |
| Industrials | 10.06 | 13.44 |
| Consumer Cyclical | 16.17 | 14.37 |
| Healthcare | 19.75 | 10.73 |
| Real Estate | 7.86 | 2.94 |
| Financial Services | 29.43 | 23.52 |
| Technology | 7.74 | 10.31 |
| Basic Materials | 5.42 | 10.81 |
| Communication Services | 1.65 | 1.49 |
| Consumer Defensive | - | 5.2 |
| Energy | - | 2.26 |
| Utilities | - | 0.65 |
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