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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