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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) | ₹7406 Cr | ₹10028 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 | 5.08% | 1.26% |
| 6 Month | 13.25% | 6.34% |
| 1 Year | 17.36% | 7.84% |
| 3 Year | 31.2% | 28.27% |
| 5 Year | 30.53% | 32.24% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 15.56% | 9.8% |
| 1 Year | 26.84% | 12.76% |
| 3 Year | 32.03% | 26.94% |
| 5 Year | 27.82% | 26.09% |
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% | 16.18% |
| Sharp | 1.51% | 1.42% |
| Beta | 0.93% | 0.92% |
| Alpha | 3.42% | 2.86% |
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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 | 6.58 | 8.94 |
| Mid Cap | 60.53 | 70.16 |
| Large Cap | 14.91 | 8.07 |
| Small Cap | 17.98 | 12.84 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1 | 3.65 |
| Industrials | 12.25 | 12.62 |
| Consumer Cyclical | 17.09 | 15.12 |
| Healthcare | 18.98 | 10.21 |
| Real Estate | 7.93 | 3.27 |
| Financial Services | 26.6 | 23.22 |
| Technology | 8.31 | 10.73 |
| Basic Materials | 5.97 | 10.74 |
| Communication Services | 1.86 | 2.24 |
| Consumer Defensive | - | 5.18 |
| Energy | - | 2.29 |
| Utilities | - | 0.73 |
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