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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) | ₹7406 Cr | ₹4985 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 | -2.19% | -3.1% |
| 6 Month | 14.47% | 4.97% |
| 1 Year | 11.36% | -6.25% |
| 3 Year | 27.57% | 20.58% |
| 5 Year | 29.01% | 26.01% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 11.02% | 5.98% |
| 1 Year | 18.05% | 3.48% |
| 3 Year | 28.53% | 17.69% |
| 5 Year | 25.62% | 19.15% |
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 | 1.51% | 1.25% |
| Beta | 0.93% | 0.9% |
| Alpha | 3.42% | -1.79% |
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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 | 6.58 | 5.92 |
| Mid Cap | 60.53 | 69.53 |
| Large Cap | 14.91 | 8.67 |
| Small Cap | 17.98 | 15.88 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 1 | 5.92 |
| Industrials | 12.25 | 19.96 |
| Consumer Cyclical | 17.09 | 12.93 |
| Healthcare | 18.98 | 14.34 |
| Real Estate | 7.93 | 4.3 |
| Financial Services | 26.6 | 17.14 |
| Technology | 8.31 | 4.38 |
| Basic Materials | 5.97 | 12.41 |
| Communication Services | 1.86 | 3.56 |
| Energy | - | 1.58 |
| Utilities | - | 2.16 |
| Consumer Defensive | - | 1.32 |
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