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Invesco India Midcap Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1290 Cr | ₹9320 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Mar 2021 | 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 | % | 70% |
| Expense Ratio | 2.06 | 1.8 |
| Manager | Rohan Korde | Aditya Khemani |
| ISIN Code | INF00XX01895 | INF205K01BC9 |
| Exits Load | ITI Mid Cap Fund - Regular Plan - 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 | ITI Mid Cap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Month | 0.99% | 0.74% |
| 6 Month | 5.87% | 12.19% |
| 1 Year | 3.91% | 12.88% |
| 3 Year | 23.03% | 27.45% |
| 5 Year | - | 25.9% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 4.33% | 4.13% |
| 1 Year | 17.46% | 25.84% |
| 3 Year | 19.75% | 27.4% |
| 5 Year | - | 24.95% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 11.69% | 14.43% |
| 3 Year | 23.19% | 19.2% |
| 5 Year | - | 19.24% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 16.35% | 13.27% |
| Sharp | 0.96% | 1.24% |
| Beta | 1.00% | 0.95% |
| Alpha | -0.49% | 3.68% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Name | Rohan Korde | Aditya Khemani |
| Total AUM | ₹4626 Cr | ₹12070 Cr |
| Funds Managed | 10 | 3 |
| ITI Mid Cap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 13.23 | 8.93 |
| Mid Cap | 62.64 | 55.48 |
| Large Cap | 9.39 | 14.61 |
| Small Cap | 14.75 | 20.98 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 2.97 | 0.56 |
| Financial Services | 24.97 | 34.12 |
| Consumer Cyclical | 10.09 | 17 |
| Technology | 12.62 | 7.23 |
| Industrials | 21.15 | 9.12 |
| Healthcare | 10.87 | 18.22 |
| Basic Materials | 10.96 | 3.95 |
| Energy | 0.8 | - |
| Utilities | 1.13 | - |
| Consumer Defensive | 2.83 | - |
| Real Estate | 0 | 8.42 |
| Communication Services | 1.62 | 1.39 |
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