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 | 9.93% | 7.76% |
6 Month | 2.75% | 1.41% |
1 Year | 21.57% | 11.26% |
3 Year | 28.79% | 17.02% |
5 Year | 30.66% | 30.53% |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.73% | -0.6% |
1 Year | -3.41% | -7% |
3 Year | 22.86% | 10.84% |
5 Year | 22.74% | 15.79% |
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 | 0.96% | 0.286% |
Beta | 0.92% | 0.785% |
Alpha | 1.87% | -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 | 0.18 | 4.78 |
Mid Cap | 65.04 | 66.5 |
Large Cap | 13.12 | 19.8 |
Small Cap | 21.66 | 8.93 |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.18 | 3.74 |
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 | - |
Industrials | - | 19.05 |
Financial Services | - | 17.01 |
Technology | - | 10.7 |
Consumer Cyclical | - | 17.88 |
Healthcare | - | 13.94 |
Basic Materials | - | 9.01 |
Consumer Defensive | - | 3.24 |
Real Estate | - | 1.72 |
Communication Services | - | 2.94 |
Utilities | - | 0.77 |
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