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Invesco India Midcap Fund vs ITI Mid Cap Fund Regular compare

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tortoise-icon ITI Mid Cap Fund Regular - Growth

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tortoise-icon 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 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) ₹1095 Cr ₹5645 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 2.72% 3.54%
6 Month -1.25% 1.41%
1 Year 0.68% 19.12%
3 Year 26.17% 27.79%
5 Year - 31.47%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth Invesco India Midcap Fund - Growth Option
6 Month 5.67% 7.37%
1 Year -0.83% 10.97%
3 Year 23.82% 28.52%
5 Year - 25.78%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth Invesco India Midcap Fund - Growth Option
1 Year 18.59% 14.1%
3 Year 23.23% 18.13%
5 Year - 18.76%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth Invesco India Midcap Fund - Growth Option
Standard Deviation 15.396% 13.27%
Sharp 0.922% 0.96%
Beta 0.903% 0.92%
Alpha 0.547% 1.87%

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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 7.19 0.18
Mid Cap 67.18 65.04
Small Cap 18.11 21.66
Large Cap 7.52 13.12

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

Invesco India Midcap Fund - Growth Option

Others 5.54 0.18
Utilities 2.37 -
Technology 16.29 -
Industrials 20.88 -
Financial Services 19.06 -
Healthcare 12.55 -
Consumer Cyclical 9.91 -
Basic Materials 5.77 -
Energy 1.88 -
Real Estate 2.04 -
Communication Services 1.44 -
Consumer Defensive 2.29 -
Industrial Products - 5.84
Retailing - 6.83
Auto Components - 3.78
Healthcare Services - 11.3
Realty - 6.9
Insurance - 6.11
Consumer Durables - 5.6
Leisure Services - 4.91
Pharmaceuticals & Biotechnology - 7.09
Electrical Equipment - 2.87
Capital Markets - 7.14
Finance - 7.51
Banks - 4.17
Ferrous Metals - 3.08
IT - Software - 5.77
Chemicals & Petrochemicals - 1.09
Telecom - Services - 1.79
Transport Services - 3.05
Cement & Cement Products - 3.68
Industrial Manufacturing - 1.31

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