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) | ₹8518 Cr | ₹17194 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| 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 | 3.63% | 3.95% |
| 6 Month | 17.47% | 16.67% |
| 1 Year | 13.79% | 8.32% |
| 3 Year | 27.26% | 20.59% |
| 5 Year | 28.32% | 26.63% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 0.78% | 1.8% |
| 1 Year | 15.45% | 15.66% |
| 3 Year | 24.59% | 16.57% |
| 5 Year | 23.29% | 17.78% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 14.41% | 22.65% |
| 3 Year | 18.92% | 23.86% |
| 5 Year | 19.13% | 28.15% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 15.70% |
| Sharp | 1.21% | 0.80% |
| Beta | 0.95% | 0.95% |
| Alpha | 4.1% | -2.32% |
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 | 8.21 | 2.31 |
| Mid Cap | 55.09 | 66.53 |
| Large Cap | 15.32 | 12.08 |
| Small Cap | 21.38 | 19.08 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| Others | 0.32 | 1.19 |
| Industrials | 9.75 | 17.03 |
| Consumer Cyclical | 17.8 | 17.83 |
| Healthcare | 18.35 | 11.03 |
| Real Estate | 7.62 | 4.07 |
| Financial Services | 31.64 | 22.03 |
| Technology | 8.7 | 6.61 |
| Basic Materials | 4.47 | 8.06 |
| Communication Services | 1.35 | 4.06 |
| Energy | - | 2.23 |
| Utilities | - | 3.54 |
| Consumer Defensive | - | 2.31 |
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