ICICI Prudential MidCap Fund vs Invesco India Midcap Fund compare

ICICI Prudential MidCap Fund vs Invesco India Midcap Fund compare

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ICICI Prudential MidCap Fund - Growth

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Invesco India Midcap Fund - Growth Option

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Chart Comparison

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

Overview

Scheme Name	ICICI Prudential MidCap Fund - Growth	Invesco India Midcap Fund - Growth Option
Fund	ICICI Prudential MidCap Fund - Growth	Invesco India Midcap Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6589 Cr	₹8518 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	28 Oct 2004	19 Apr 2007
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	BSE 150 MidCap Index
Turn Over	73%	70%
Expense Ratio	1.9	1.8
Manager	Sharmila D'mello	Aditya Khemani
ISIN Code	INF109K01AN2	INF205K01BC9
Exits Load	ICICI Prudential MidCap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Invesco India Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	ICICI Prudential MidCap Fund - Growth	Invesco India Midcap Fund - Growth Option
1 Month	4.38%	3.63%
6 Month	16.46%	17.47%
1 Year	9%	13.79%
3 Year	22.23%	27.26%
5 Year	26.96%	28.32%

SIP Return Analysis

Scheme Name	ICICI Prudential MidCap Fund - Growth	Invesco India Midcap Fund - Growth Option
6 Month	0.23%	0.78%
1 Year	12.65%	15.45%
3 Year	18.71%	24.59%
5 Year	19.18%	23.29%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential MidCap Fund - Growth	Invesco India Midcap Fund - Growth Option
1 Year	13.38%	14.41%
3 Year	15.59%	18.92%
5 Year	15.96%	19.13%

Risk Management

Scheme Name	ICICI Prudential MidCap Fund - Growth	Invesco India Midcap Fund - Growth Option
Standard Deviation	16.26%	16.04%
Sharp	0.92%	1.19%
Beta	0.99%	0.95%
Alpha	-0.88%	3.81%

Fund Managers

Scheme Name	ICICI Prudential MidCap Fund - Growth	Invesco India Midcap Fund - Growth Option
Name	Sharmila D'mello	Aditya Khemani
Total AUM	₹354743 Cr	₹12070 Cr
Funds Managed	35	3
	ICICI Prudential MidCap Fund - Growth	Invesco India Midcap Fund - Growth Option

Market Cap

Scheme Name	ICICI Prudential MidCap Fund - Growth	Invesco India Midcap Fund - Growth Option
Others	4.99	8.21
Mid Cap	71.74	55.09
Small Cap	15.26	21.38
Large Cap	8.02	15.32

Sector Allocation

Scheme Name	ICICI Prudential MidCap Fund - Growth	Invesco India Midcap Fund - Growth Option
Others	1.96	0.32
Industrials	22.29	9.75
Financial Services	18.59	31.64
Basic Materials	27.41	4.47
Communication Services	10.25	1.35
Healthcare	1.37	18.35
Consumer Cyclical	11.44	17.8
Real Estate	6.19	7.62
Technology	0.36	8.7
Utilities	0.13	-

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