Motilal Oswal Midcap Fund vs Invesco India Midcap Fund compare

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Invesco India Midcap Fund - Growth Option

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Motilal Oswal 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	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Fund	Invesco India Midcap Fund - Growth Option	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5645 Cr	₹24488 Cr
Min Investment	₹1000	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹500
Launch Date	19 Apr 2007	24 Feb 2014
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 150 MidCap Index	NIFTY Midcap 150 TRI
Turn Over	70%	120%
Expense Ratio	1.8	1.58
Manager	Aditya Khemani	Rakesh Shetty
ISIN Code	INF205K01BC9	INF247L01411
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	Motilal Oswal Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Invesco India Midcap Fund - Growth Option	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Month	4.9%	6.72%
6 Month	2.96%	-5.25%
1 Year	19.54%	17.15%
3 Year	28.02%	31.99%
5 Year	31.58%	38.32%

Scheme Name	Invesco India Midcap Fund - Growth Option	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month	7.37%	3.01%
1 Year	10.97%	1.11%
3 Year	28.52%	29.45%
5 Year	25.78%	31.17%

Scheme Name	Invesco India Midcap Fund - Growth Option	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Year	14.1%	18.45%
3 Year	18.13%	18.47%
5 Year	18.76%	13.83%

Scheme Name	Invesco India Midcap Fund - Growth Option	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Standard Deviation	13.27%	18.728%
Sharp	0.96%	1.047%
Beta	0.92%	0.892%
Alpha	1.87%	7.885%

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Scheme Name	Invesco India Midcap Fund - Growth Option	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Name	Aditya Khemani	Rakesh Shetty
Total AUM	₹12070 Cr	₹33886 Cr
Funds Managed	3	19
	Invesco India Midcap Fund - Growth Option	Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Scheme Name	Invesco India Midcap Fund - Growth Option	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Others	0.18	23.08
Mid Cap	65.04	69.66
Large Cap	13.12	7.25
Small Cap	21.66	-

Scheme Name	Invesco India Midcap Fund - Growth Option	Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Others	0.18	23.08
Industrial Products	5.84	-
Retailing	6.83	-
Auto Components	3.78	-
Healthcare Services	11.3	-
Realty	6.9	-
Insurance	6.11	-
Consumer Durables	5.6	-
Leisure Services	4.91	-
Pharmaceuticals & Biotechnology	7.09	-
Electrical Equipment	2.87	-
Capital Markets	7.14	-
Finance	7.51	-
Banks	4.17	-
Ferrous Metals	3.08	-
IT - Software	5.77	-
Chemicals & Petrochemicals	1.09	-
Telecom - Services	1.79	-
Transport Services	3.05	-
Cement & Cement Products	3.68	-
Industrial Manufacturing	1.31	-
Healthcare	-	5
Technology	-	34.02
Consumer Cyclical	-	16.09
Industrials	-	11.09
Utilities	-	2.06
Real Estate	-	2.8
Communication Services	-	3.44
Basic Materials	-	2.32
Financial Services	-	0.09