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PGIM India Midcap Opportunities Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
PGIM India Midcap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹7802 Cr | ₹11468 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 Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.22% | -0.62% |
| 6 Month | 24.93% | 19.06% |
| 1 Year | 8.53% | 0.36% |
| 3 Year | 26.9% | 13.34% |
| 5 Year | 26.86% | 23.87% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 9.55% | 6.46% |
| 1 Year | 23.31% | 14.2% |
| 3 Year | 30.67% | 16.64% |
| 5 Year | 26.93% | 17.5% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.54% | 12.16% |
| 3 Year | 18.76% | 15.59% |
| 5 Year | 19.05% | 18.18% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 13.82% |
| Sharp | 1.33% | 0.60% |
| Beta | 0.94% | 0.78% |
| Alpha | 4.04% | -5.39% |
Fund Managers
| Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap 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 Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.19 | 8.88 |
| Mid Cap | 59.02 | 67.08 |
| Large Cap | 12.26 | 14.06 |
| Small Cap | 20.53 | 9.98 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.92 | 4.02 |
| Industrials | 10.06 | 19.99 |
| Consumer Cyclical | 16.17 | 16.82 |
| Healthcare | 19.75 | 13.97 |
| Real Estate | 7.86 | 2.62 |
| Financial Services | 29.43 | 17.92 |
| Technology | 7.74 | 6.87 |
| Basic Materials | 5.42 | 11.02 |
| Communication Services | 1.65 | 3.31 |
| Consumer Defensive | - | 2.49 |
| Utilities | - | 0.96 |
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