Invesco India Midcap Fund vs Edelweiss Mid Cap 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) | ₹7802 Cr | ₹11027 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 | -0.08% | -0.17% |
6 Month | 24.05% | 16.98% |
1 Year | 14.95% | 5.42% |
3 Year | 28.4% | 24.95% |
5 Year | 28.57% | 29.47% |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 9.97% | 5.11% |
1 Year | 20.1% | 7.67% |
3 Year | 28.94% | 23.9% |
5 Year | 25.81% | 23.85% |
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% | 15.64% |
Sharp | 1.33% | 1.14% |
Beta | 0.94% | 0.92% |
Alpha | 4.04% | 1.71% |
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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