Invesco India Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Invesco India Midcap Fund - Growth Option
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Fund | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5645 Cr | ₹4354 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 Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Month | 8.93% | 5.88% |
6 Month | 4.39% | -1.65% |
1 Year | 21.85% | 4.61% |
3 Year | 29.7% | 24% |
5 Year | 31.33% | 28.68% |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
6 Month | -0.73% | -0.73% |
1 Year | -3.41% | -11.1% |
3 Year | 22.86% | 16.27% |
5 Year | 22.74% | 18.84% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Year | 14.1% | 17.53% |
3 Year | 18.13% | 16.61% |
5 Year | 18.76% | 17.03% |
Risk Management
Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 13.27% | 13.05% |
Sharp | 0.96% | 0.78% |
Beta | 0.92% | 0.91% |
Alpha | 1.87% | -1.76% |
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Fund Managers
Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth 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 Growth Fund Regular Plan- Growth Option |
Market Cap
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 0.18 | 7.34 |
Mid Cap | 65.04 | 67.05 |
Large Cap | 13.12 | 8.42 |
Small Cap | 21.66 | 17.19 |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 0.18 | 7.34 |
Industrial Products | 5.84 | 6.41 |
Retailing | 6.83 | - |
Auto Components | 3.78 | 5.71 |
Healthcare Services | 11.3 | 1.77 |
Realty | 6.9 | 4.46 |
Insurance | 6.11 | 5.92 |
Consumer Durables | 5.6 | 2.67 |
Leisure Services | 4.91 | 3.68 |
Pharmaceuticals & Biotechnology | 7.09 | 12.9 |
Electrical Equipment | 2.87 | 2.37 |
Capital Markets | 7.14 | - |
Finance | 7.51 | 6.47 |
Banks | 4.17 | 6.61 |
Ferrous Metals | 3.08 | - |
IT - Software | 5.77 | 4.45 |
Chemicals & Petrochemicals | 1.09 | 1.9 |
Telecom - Services | 1.79 | 3.14 |
Transport Services | 3.05 | 0.45 |
Cement & Cement Products | 3.68 | 3.63 |
Industrial Manufacturing | 1.31 | - |
Fertilizers & Agrochemicals | - | 3.25 |
Petroleum Products | - | 1.5 |
Construction | - | 2.03 |
Gas | - | 2.11 |
Agricultural, Commercial & Construction Vehicles | - | 1.11 |
Aerospace & Defense | - | 1.11 |
Diversified | - | 0.67 |
Agricultural Food & other Products | - | 1.13 |
Transport Infrastructure | - | 3.43 |
Textiles & Apparels | - | 1.99 |
Power | - | 0.69 |
Commercial Services & Supplies | - | 1.1 |
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