Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Invesco India Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Invesco India Midcap Fund - Growth Option

Invest Now

tortoise-icon Tata Mid Cap Growth Fund Regular Plan- Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

SBI Long Term Equity Fund - Regular Plan- Growth SBI Long Term Equity Fund - Regular Plan- Growth

3Y Returns28.72%

VS

Tata ELSS Tax Saver Fund-Growth-Regular Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan

3Y Returns19.91%

Compare Now

Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

3Y Returns16.83%

VS

HSBC Multi Asset Active FOF  - Growth HSBC Multi Asset Active FOF - Growth

3Y Returns15.88%

Compare Now

Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option

3Y Returns14.68%

VS

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

3Y Returns10.93%

Compare Now

ICICI Prudential Bond Fund - Growth ICICI Prudential Bond Fund - Growth

3Y Returns8.65%

VS

LIC MF Bond Fund-Regular Plan-Growth LIC MF Bond Fund-Regular Plan-Growth

3Y Returns8.23%

Compare Now
Add to Cart Successfully