Invesco India Midcap Fund vs Edelweiss Mid Cap Fund compare

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Invesco India Midcap Fund - Growth Option

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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)	₹10006 Cr	₹13196 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

Scheme Name	Invesco India Midcap Fund - Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month	-0.75%	0.91%
6 Month	2.31%	1.99%
1 Year	5.67%	2.88%
3 Year	26.92%	25.91%
5 Year	24.06%	24.96%

Scheme Name	Invesco India Midcap Fund - Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month	1.83%	3.63%
1 Year	19.65%	18.36%
3 Year	24.1%	21.61%
5 Year	23.06%	21.94%

Scheme Name	Invesco India Midcap Fund - Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year	14.33%	15.01%
3 Year	19.32%	21.55%
5 Year	19.34%	20.76%

Scheme Name	Invesco India Midcap Fund - Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	13.27%	13.78%
Sharp	1.25%	1.15%
Beta	0.95%	0.94%
Alpha	3.8%	1.84%

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

Scheme Name	Invesco India Midcap Fund - Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	1.99	2.83
Mid Cap	62.22	72.98
Small Cap	22.59	10.63
Large Cap	13.2	13.56

Scheme Name	Invesco India Midcap Fund - Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	1.99	2.83
Retailing	14.54	2.46
Auto Components	1.85	5.99
Healthcare Services	9.88	3.91
Realty	7.15	3.03
Insurance	5.98	1.57
Consumer Durables	6.7	3.26
Commercial Services & Supplies	0.52	0.62
IT - Software	4.42	7.2
Industrial Products	2.42	5.12
Pharmaceuticals & Biotechnology	7.22	4.66
Capital Markets	7.89	7.64
Finance	9.43	6.78
Banks	11.42	11.04
Telecom - Services	0.44	1.92
Electrical Equipment	1.23	3.33
Transport Services	2.5	-
Industrial Manufacturing	1.55	0.73
Cement & Cement Products	2.87	1.1
Food Products	-	0.77
Agricultural, Commercial & Construction Vehicles	-	2.2
Chemicals & Petrochemicals	-	4.01
Leisure Services	-	2.8
Petroleum Products	-	1.1
Automobiles	-	1.88
Aerospace & Defense	-	1.73
Agricultural Food & other Products	-	1.84
Ferrous Metals	-	1.61
Fertilizers & Agrochemicals	-	0.66
Oil	-	1.07
Financial Technology (Fintech)	-	2.15
Minerals & Mining	-	1.53
Textiles & Apparels	-	1.32
Power	-	0.54
Beverages	-	1.6