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) | ₹7406 Cr | ₹17185 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 | -0.48% | -0.53% |
6 Month | 18.08% | 13.25% |
1 Year | 12.42% | -0.87% |
3 Year | 28.97% | 19.89% |
5 Year | 29.71% | 28.36% |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
6 Month | 13.66% | 10.81% |
1 Year | 24.5% | 13.98% |
3 Year | 31.19% | 20.13% |
5 Year | 27.17% | 20.85% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Midcap Fund - Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
1 Year | 14.33% | 24.42% |
3 Year | 18.54% | 24.28% |
5 Year | 18.96% | 27.33% |
Risk Management
Scheme Name | Invesco India Midcap Fund - Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 13.27% | 16.72% |
Sharp | 1.51% | 1.02% |
Beta | 0.93% | 0.97% |
Alpha | 3.42% | -4.17% |
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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 | 6.58 | 1.62 |
Mid Cap | 60.53 | 70.59 |
Large Cap | 14.91 | 9.71 |
Small Cap | 17.98 | 18.08 |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Others | 1 | 1.62 |
Industrials | 12.25 | 16.48 |
Consumer Cyclical | 17.09 | 16.88 |
Healthcare | 18.98 | 12.79 |
Real Estate | 7.93 | 3.62 |
Financial Services | 26.6 | 19.17 |
Technology | 8.31 | 7.49 |
Basic Materials | 5.97 | 10.18 |
Communication Services | 1.86 | 3.84 |
Energy | - | 2.07 |
Utilities | - | 3.47 |
Consumer Defensive | - | 2.39 |
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