Invesco India Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare
Invesco India Midcap Fund - Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5645 Cr | ₹11638 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 19 Apr 2007 | 19 Jul 2002 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
Turn Over | 70% | 45% |
Expense Ratio | 1.8 | 1.77 |
Manager | Aditya Khemani | Ratish Varier |
ISIN Code | INF205K01BC9 | INF903J01173 |
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 | Sundaram 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 | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 6.53% | 6.02% |
6 Month | -4.89% | -7.09% |
1 Year | 17.03% | 10.72% |
3 Year | 25.3% | 24.22% |
5 Year | 29.86% | 29.45% |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -0.73% | -0.78% |
1 Year | -3.41% | -6.93% |
3 Year | 22.86% | 20.41% |
5 Year | 22.74% | 21.76% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 14.1% | 21.47% |
3 Year | 18.13% | 18.34% |
5 Year | 18.76% | 18.67% |
Risk Management
Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.27% | 16.453% |
Sharp | 0.96% | 0.764% |
Beta | 0.92% | 0.915% |
Alpha | 1.87% | 0.528% |
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Fund Managers
Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Name | Aditya Khemani | Ratish Varier |
Total AUM | ₹12070 Cr | ₹12102 Cr |
Funds Managed | 3 | 3 |
Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 0.18 | 6.38 |
Mid Cap | 65.04 | 65.33 |
Large Cap | 13.12 | 15.27 |
Small Cap | 21.66 | 13.03 |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 0.18 | 5.37 |
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 | - |
Industrials | - | 14.82 |
Healthcare | - | 11.03 |
Basic Materials | - | 9.99 |
Consumer Cyclical | - | 18.88 |
Real Estate | - | 3.43 |
Energy | - | 1.7 |
Financial Services | - | 19.52 |
Communication Services | - | 3.32 |
Consumer Defensive | - | 3.4 |
Utilities | - | 2.1 |
Technology | - | 6.45 |
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