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Invesco India Midcap Fund vs Motilal Oswal Midcap Fund compare
Invesco India Midcap Fund - Growth Option
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Fund | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5645 Cr | ₹24488 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 19 Apr 2007 | 24 Feb 2014 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 70% | 120% |
| Expense Ratio | 1.8 | 1.58 |
| Manager | Aditya Khemani | Rakesh Shetty |
| ISIN Code | INF205K01BC9 | INF247L01411 |
| 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 | Motilal Oswal Midcap 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 | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 8.61% | 9.31% |
| 6 Month | 4.31% | -4.66% |
| 1 Year | 20.6% | 18.55% |
| 3 Year | 29.43% | 33.1% |
| 5 Year | 32.44% | 39.36% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 7.37% | 3.01% |
| 1 Year | 10.97% | 1.11% |
| 3 Year | 28.52% | 29.45% |
| 5 Year | 25.78% | 31.17% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 14.1% | 18.45% |
| 3 Year | 18.13% | 18.47% |
| 5 Year | 18.76% | 13.83% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 18.728% |
| Sharp | 0.96% | 1.047% |
| Beta | 0.92% | 0.892% |
| Alpha | 1.87% | 7.885% |
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Fund Managers
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Name | Aditya Khemani | Rakesh Shetty |
| Total AUM | ₹12070 Cr | ₹33886 Cr |
| Funds Managed | 3 | 19 |
| Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 0.18 | 23.08 |
| Mid Cap | 65.04 | 69.66 |
| Large Cap | 13.12 | 7.25 |
| Small Cap | 21.66 | - |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 0.18 | 23.08 |
| 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 | - |
| Healthcare | - | 5 |
| Technology | - | 34.02 |
| Consumer Cyclical | - | 16.09 |
| Industrials | - | 11.09 |
| Utilities | - | 2.06 |
| Real Estate | - | 2.8 |
| Communication Services | - | 3.44 |
| Basic Materials | - | 2.32 |
| Financial Services | - | 0.09 |
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