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Motilal Oswal Midcap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
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) | ₹9320 Cr | ₹37501 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 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 0.59% | -0.83% |
| 6 Month | 11.73% | 4.43% |
| 1 Year | 16.99% | 1.51% |
| 3 Year | 27.7% | 26.81% |
| 5 Year | 26.84% | 30.97% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.91% | -0.2% |
| 1 Year | 21.9% | 6.93% |
| 3 Year | 26.56% | 21.86% |
| 5 Year | 24.35% | 25.49% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 14.41% | 16.93% |
| 3 Year | 19.17% | 20.71% |
| 5 Year | 19.21% | 14.75% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 17.71% |
| Sharp | 1.24% | 1.02% |
| Beta | 0.95% | 0.91% |
| Alpha | 3.68% | 3.53% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 8.93 | 22.09 |
| Mid Cap | 55.48 | 57.68 |
| Large Cap | 14.61 | 20.22 |
| Small Cap | 20.98 | - |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 0.56 | 12.78 |
| Industrials | 9.12 | 12.61 |
| Consumer Cyclical | 17 | 22.89 |
| Healthcare | 18.22 | 1.61 |
| Real Estate | 8.42 | 2.56 |
| Financial Services | 34.12 | 3.46 |
| Technology | 7.23 | 40.62 |
| Basic Materials | 3.95 | - |
| Communication Services | 1.39 | 3.47 |
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