Invesco India Midcap Fund vs Quant Mid Cap Fund compare
Invesco India Midcap Fund - Growth Option
Quant Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
Fund | Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7802 Cr | ₹8608 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 Apr 2007 | 21 Mar 2001 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
Turn Over | 70% | % |
Expense Ratio | 1.8 | 1.75 |
Manager | Aditya Khemani | Sanjeev Sharma |
ISIN Code | INF205K01BC9 | INF966L01176 |
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 | Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
1 Month | -1.3% | -4.53% |
6 Month | 23.32% | 6.34% |
1 Year | 15.2% | -12.14% |
3 Year | 27.59% | 18.76% |
5 Year | 28.68% | 28.16% |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | 11.32% | -0.1% |
1 Year | 18.46% | -8.71% |
3 Year | 28.01% | 10.92% |
5 Year | 25.33% | 18.2% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
1 Year | 14.54% | 12.16% |
3 Year | 18.76% | 11.85% |
5 Year | 19.05% | 10.64% |
Risk Management
Scheme Name | Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 13.27% | 17.376% |
Sharp | 1.33% | 0.838% |
Beta | 0.94% | 0.924% |
Alpha | 4.04% | 0.658% |
Fund Managers
Scheme Name | Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
Name | Aditya Khemani | Sanjeev Sharma |
Total AUM | ₹12070 Cr | ₹39731 Cr |
Funds Managed | 3 | 22 |
Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
Market Cap
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 8.19 | 16.35 |
Mid Cap | 59.02 | 68.88 |
Large Cap | 12.26 | 14.76 |
Small Cap | 20.53 | - |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 1.92 | 15 |
Industrials | 10.06 | 14.88 |
Consumer Cyclical | 16.17 | 3.71 |
Healthcare | 19.75 | 10.48 |
Real Estate | 7.86 | - |
Financial Services | 29.43 | 3.71 |
Technology | 7.74 | 6.52 |
Basic Materials | 5.42 | 9.88 |
Communication Services | 1.65 | 10.53 |
Energy | - | 11.65 |
Consumer Defensive | - | 11.53 |
Utilities | - | 2.12 |
Top Comparisons
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns17.4%
DSP Global Innovation Fund of Fund - Regular - Growth
3Y Returns22.09%
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns12.66%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns15.74%
Franklin India Technology Fund-Growth
3Y Returns18.78%
ICICI Prudential Technology Fund - Growth
3Y Returns12.03%
ICICI Prudential Savings Fund - Growth
3Y Returns7.91%
LIC MF LOW DURATION FUND-Growth
3Y Returns6.76%