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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) | ₹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 | 1.66% | 2.99% |
| 6 Month | -7.81% | -2.92% |
| 1 Year | 1.39% | 16.14% |
| 3 Year | 22.11% | 22.99% |
| 5 Year | - | 28.97% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | -0.6% | 0.23% |
| 1 Year | -11.45% | -0.28% |
| 3 Year | 21.29% | 25.26% |
| 5 Year | - | 24.17% |
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% | 0.8% |
| Beta | 0.903% | 0.93% |
| Alpha | 0.547% | 1.49% |
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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 | 2.1 |
| Mid Cap | 67.18 | 64.75 |
| Small Cap | 18.11 | 20.07 |
| Large Cap | 7.52 | 13.09 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 5.54 | 0.35 |
| Utilities | 2.37 | - |
| Technology | 16.29 | 10.12 |
| Industrials | 20.88 | 9.48 |
| Financial Services | 19.06 | 23.61 |
| Healthcare | 12.55 | 18.02 |
| Consumer Cyclical | 9.91 | 19.8 |
| Basic Materials | 5.77 | 9.73 |
| Energy | 1.88 | - |
| Real Estate | 2.04 | 7.12 |
| Communication Services | 1.44 | 1.75 |
| Consumer Defensive | 2.29 | - |
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