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PGIM India Midcap Opportunities Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5645 Cr | ₹10460 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Apr 2007 | 02 Dec 2013 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 70% | 82% |
| Expense Ratio | 1.8 | 1.7 |
| Manager | Aditya Khemani | Puneet Pal |
| ISIN Code | INF205K01BC9 | INF663L01DZ4 |
| 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 | PGIM India Midcap Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.99% | 2.82% |
| 6 Month | -2.92% | -4.23% |
| 1 Year | 16.14% | 6.96% |
| 3 Year | 22.99% | 13.04% |
| 5 Year | 28.97% | 29.06% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.23% | 0.1% |
| 1 Year | -0.28% | -5.39% |
| 3 Year | 25.26% | 12.37% |
| 5 Year | 24.17% | 17.11% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.1% | 13.25% |
| 3 Year | 18.13% | 15.7% |
| 5 Year | 18.76% | 17.72% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 14.939% |
| Sharp | 0.8% | 0.286% |
| Beta | 0.93% | 0.785% |
| Alpha | 1.49% | -6.035% |
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Fund Managers
| Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Aditya Khemani | Puneet Pal |
| Total AUM | ₹12070 Cr | ₹20950 Cr |
| Funds Managed | 3 | 19 |
| Invesco India Midcap Fund - Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.1 | 4.78 |
| Mid Cap | 64.75 | 66.5 |
| Large Cap | 13.09 | 19.8 |
| Small Cap | 20.07 | 8.93 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.35 | 3.74 |
| Industrials | 9.48 | 19.05 |
| Consumer Cyclical | 19.8 | 17.88 |
| Healthcare | 18.02 | 13.94 |
| Real Estate | 7.12 | 1.72 |
| Financial Services | 23.61 | 17.01 |
| Basic Materials | 9.73 | 9.01 |
| Technology | 10.12 | 10.7 |
| Communication Services | 1.75 | 2.94 |
| Consumer Defensive | - | 3.24 |
| Utilities | - | 0.77 |
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