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Mirae Asset Midcap Fund vs Invesco India Midcap Fund compare

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tortoise-icon Invesco India Midcap Fund - Growth Option

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tortoise-icon Mirae Asset Midcap Fund - Regular Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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