Invesco India Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Invesco India Midcap Fund - Growth Option
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Fund | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹8062 Cr | ₹4946 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 Apr 2007 | 31 Mar 2004 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
Turn Over | 70% | 69.98% |
Expense Ratio | 1.8 | 1.87 |
Manager | Aditya Khemani | Satish Chandra Mishra |
ISIN Code | INF205K01BC9 | INF277K01626 |
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 | Tata Mid Cap Growth Fund - Regular Plan - 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 | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
1 Month | 2.08% | 3.53% |
6 Month | 28.71% | 19.48% |
1 Year | 7.6% | -3.83% |
3 Year | 27.45% | 20.51% |
5 Year | 27.43% | 23.85% |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
6 Month | 7.06% | 4.67% |
1 Year | 23.07% | 12.03% |
3 Year | 28.62% | 18.5% |
5 Year | 25.52% | 19.23% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
1 Year | 14.54% | 16.58% |
3 Year | 18.76% | 17.11% |
5 Year | 19.05% | 17.28% |
Risk Management
Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 13.27% | 13.05% |
Sharp | 1.2% | 0.89% |
Beta | 0.95% | 0.9% |
Alpha | 4.69% | -0.74% |
Fund Managers
Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Name | Aditya Khemani | Satish Chandra Mishra |
Total AUM | ₹12070 Cr | ₹13117 Cr |
Funds Managed | 3 | 5 |
Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
Market Cap
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Others | 8.19 | 5.6 |
Mid Cap | 59.02 | 69.81 |
Large Cap | 12.26 | 8.59 |
Small Cap | 20.53 | 15.99 |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Others | 1.92 | 5.6 |
Industrials | 10.06 | 19.74 |
Consumer Cyclical | 16.17 | 13.37 |
Healthcare | 19.75 | 14.69 |
Real Estate | 7.86 | 3.98 |
Financial Services | 29.43 | 16.26 |
Technology | 7.74 | 4.09 |
Basic Materials | 5.42 | 13.11 |
Communication Services | 1.65 | 3.26 |
Energy | - | 1.51 |
Utilities | - | 2 |
Consumer Defensive | - | 2.39 |
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