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

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Invesco India Midcap Fund - Growth Option

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Tata Mid Cap Fund Regular Plan- Growth Option

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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 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)	₹8518 Cr	₹5043 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

Scheme Name	Invesco India Midcap Fund - Growth Option	Tata Mid Cap Fund Regular Plan- Growth Option
1 Month	2.24%	0.75%
6 Month	15.7%	8%
1 Year	14.19%	1.62%
3 Year	28.27%	21.43%
5 Year	28.06%	23.82%

Scheme Name	Invesco India Midcap Fund - Growth Option	Tata Mid Cap Fund Regular Plan- Growth Option
6 Month	4.18%	1.44%
1 Year	24.17%	10.97%
3 Year	28.24%	16.99%
5 Year	25.43%	18.36%

Scheme Name	Invesco India Midcap Fund - Growth Option	Tata Mid Cap Fund Regular Plan- Growth Option
1 Year	14.41%	16.23%
3 Year	18.92%	17.31%
5 Year	19.13%	17.35%

Scheme Name	Invesco India Midcap Fund - Growth Option	Tata Mid Cap Fund Regular Plan- Growth Option
Standard Deviation	13.27%	13.05%
Sharp	1.21%	0.96%
Beta	0.95%	0.9%
Alpha	4.1%	-0.61%

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

Scheme Name	Invesco India Midcap Fund - Growth Option	Tata Mid Cap Fund Regular Plan- Growth Option
Others	8.21	5.89
Mid Cap	55.09	70.5
Large Cap	15.32	8.73
Small Cap	21.38	14.88

Scheme Name	Invesco India Midcap Fund - Growth Option	Tata Mid Cap Fund Regular Plan- Growth Option
Others	0.32	4.66
Industrials	9.75	19.77
Consumer Cyclical	17.8	13.75
Healthcare	18.35	14.95
Real Estate	7.62	3.8
Financial Services	31.64	16.6
Technology	8.7	4.69
Basic Materials	4.47	11.95
Communication Services	1.35	3.11
Energy	-	1.58
Consumer Defensive	-	3.17
Utilities	-	1.97