Mirae Asset Midcap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
Mirae Asset Midcap Fund - Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Midcap Fund - Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| Fund | Invesco India Midcap Fund - Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹10006 Cr | ₹18112 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹99 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Apr 2007 | 29 Jul 2019 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 70% | 34% |
| Expense Ratio | 1.8 | 1.67 |
| Manager | Aditya Khemani | Ankit Jain |
| ISIN Code | INF205K01BC9 | INF769K01EY2 |
| 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 | Mirae Asset Midcap 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 | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -1.64% | -1.99% |
| 6 Month | 4.78% | 5.47% |
| 1 Year | 3.15% | 4.37% |
| 3 Year | 26.14% | 19.5% |
| 5 Year | 24.27% | 21.98% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.32% | 2.92% |
| 1 Year | 22.16% | 24.26% |
| 3 Year | 25.34% | 18.3% |
| 5 Year | 23.64% | 18.38% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 14.39% | 20.97% |
| 3 Year | 19.28% | 23.52% |
| 5 Year | 19.3% | 26.76% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 15.81% |
| Sharp | 1.25% | 0.84% |
| Beta | 0.95% | 0.98% |
| Alpha | 3.8% | -2.48% |
Fund Managers
| Scheme Name | Invesco India Midcap Fund - Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| Name | Aditya Khemani | Ankit Jain |
| Total AUM | ₹12070 Cr | ₹47966 Cr |
| Funds Managed | 3 | 4 |
| Invesco India Midcap Fund - Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| Others | 10.42 | 5.22 |
| Mid Cap | 54.49 | 63.99 |
| Large Cap | 14.19 | 12.11 |
| Small Cap | 20.89 | 18.67 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| Others | 2.01 | 1.89 |
| Industrials | 6.94 | 14.2 |
| Consumer Cyclical | 20.6 | 17.19 |
| Healthcare | 17.1 | 12.41 |
| Real Estate | 7.67 | 3.68 |
| Financial Services | 34.71 | 24.18 |
| Technology | 6.91 | 7.44 |
| Basic Materials | 3.63 | 8.35 |
| Communication Services | 0.44 | 3.99 |
| Energy | - | 1.24 |
| Utilities | - | 3.22 |
| Consumer Defensive | - | 2.19 |
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