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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) | ₹8518 Cr | ₹34749 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 | 5.29% | 6.57% |
| 6 Month | 18.42% | 11.21% |
| 1 Year | 14.96% | 1.38% |
| 3 Year | 28.12% | 26.72% |
| 5 Year | 28.54% | 33.09% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 4.32% | 1.68% |
| 1 Year | 24.72% | 8.37% |
| 3 Year | 28.47% | 24.03% |
| 5 Year | 25.55% | 26.95% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 14.41% | 17.24% |
| 3 Year | 18.92% | 20.42% |
| 5 Year | 19.13% | 14.63% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 17.60% |
| Sharp | 1.21% | 0.95% |
| Beta | 0.95% | 0.89% |
| Alpha | 4.1% | 2.81% |
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 | 8.21 | 18.03 |
| Mid Cap | 55.09 | 59.27 |
| Large Cap | 15.32 | 22.7 |
| Small Cap | 21.38 | - |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 0.32 | 8.99 |
| Industrials | 9.75 | 16.82 |
| Consumer Cyclical | 17.8 | 23.94 |
| Healthcare | 18.35 | 1.69 |
| Real Estate | 7.62 | 2.39 |
| Financial Services | 31.64 | 3.15 |
| Technology | 8.7 | 39.79 |
| Basic Materials | 4.47 | - |
| Communication Services | 1.35 | 3.22 |
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