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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) | ₹1201 Cr | ₹8518 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 | 5.67% | 5.12% |
| 6 Month | 11.24% | 18.42% |
| 1 Year | 2.55% | 14.96% |
| 3 Year | 23.46% | 28.12% |
| 5 Year | - | 28.54% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 3% | 4.32% |
| 1 Year | 13.71% | 24.72% |
| 3 Year | 20.39% | 28.47% |
| 5 Year | - | 25.55% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 11.69% | 14.41% |
| 3 Year | 23.19% | 18.92% |
| 5 Year | - | 19.13% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 16.24% | 13.27% |
| Sharp | 0.87% | 1.21% |
| Beta | 0.98% | 0.95% |
| Alpha | -1.12% | 4.1% |
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 | 10.07 | 8.21 |
| Mid Cap | 62.06 | 55.09 |
| Large Cap | 9.11 | 15.32 |
| Small Cap | 18.75 | 21.38 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 1.77 | 0.32 |
| Financial Services | 22.11 | 31.64 |
| Consumer Cyclical | 10.2 | 17.8 |
| Technology | 12.5 | 8.7 |
| Industrials | 21.12 | 9.75 |
| Healthcare | 12.04 | 18.35 |
| Basic Materials | 9.34 | 4.47 |
| Energy | 1.13 | - |
| Utilities | 2.93 | - |
| Consumer Defensive | 4.31 | - |
| Real Estate | 1.07 | 7.62 |
| Communication Services | 1.47 | 1.35 |
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