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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) | ₹10296 Cr | ₹5497 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹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 | -6.14% | -3.53% |
| 6 Month | -5.98% | -0.42% |
| 1 Year | 11.84% | 9.15% |
| 3 Year | 25.34% | 21.31% |
| 5 Year | 21.77% | 19.39% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -2.78% | 1.49% |
| 1 Year | 10.18% | 13.67% |
| 3 Year | 20.68% | 14.89% |
| 5 Year | 21.34% | 17.13% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 14.31% | 15.58% |
| 3 Year | 19.38% | 17.72% |
| 5 Year | 19.35% | 17.53% |
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 | 1.21% | 1.07% |
| Beta | 0.96% | 0.89% |
| Alpha | 2.88% | 0.03% |
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 | 12.12 | 10.25 |
| Large Cap | 14.94 | 7.15 |
| Small Cap | 20.09 | 11.15 |
| Mid Cap | 52.85 | 71.45 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 2.5 | 4.12 |
| Consumer Cyclical | 19.69 | 14.13 |
| Healthcare | 18.14 | 14.49 |
| Real Estate | 7.29 | 2.53 |
| Financial Services | 33.81 | 21.11 |
| Technology | 6.39 | 7.66 |
| Basic Materials | 3.74 | 11.3 |
| Industrials | 8.13 | 13.74 |
| Communication Services | 0.31 | 3.6 |
| Energy | - | 1.63 |
| Consumer Defensive | - | 3.94 |
| Utilities | - | 1.75 |
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