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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) | ₹9320 Cr | ₹5283 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 | 0.87% | 4.05% |
| 6 Month | 12.23% | 9.87% |
| 1 Year | 16.03% | 7.24% |
| 3 Year | 27.16% | 21.44% |
| 5 Year | 26.88% | 23.3% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.91% | 3.49% |
| 1 Year | 21.9% | 17.7% |
| 3 Year | 26.56% | 18.01% |
| 5 Year | 24.35% | 18.73% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 14.41% | 16.03% |
| 3 Year | 19.17% | 17.48% |
| 5 Year | 19.21% | 17.45% |
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 | 1.24% | 1.01% |
| Beta | 0.95% | 0.9% |
| Alpha | 3.68% | -0.72% |
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 | 8.93 | 7.02 |
| Mid Cap | 55.48 | 70.8 |
| Large Cap | 14.61 | 8.76 |
| Small Cap | 20.98 | 13.42 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 0.56 | 5.15 |
| Industrials | 9.12 | 18.83 |
| Consumer Cyclical | 17 | 12.88 |
| Healthcare | 18.22 | 14.69 |
| Real Estate | 8.42 | 3.28 |
| Financial Services | 34.12 | 18.39 |
| Technology | 7.23 | 4.87 |
| Basic Materials | 3.95 | 11.93 |
| Communication Services | 1.39 | 3.27 |
| Energy | - | 1.62 |
| Consumer Defensive | - | 3.15 |
| Utilities | - | 1.94 |
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