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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) | ₹7406 Cr | ₹11640 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 | -2.19% | -2.05% |
| 6 Month | 14.47% | 8.84% |
| 1 Year | 11.36% | 1.51% |
| 3 Year | 27.57% | 13.97% |
| 5 Year | 29.01% | 26.14% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 11.02% | 7.3% |
| 1 Year | 18.05% | 8.76% |
| 3 Year | 28.53% | 14.65% |
| 5 Year | 25.62% | 16.49% |
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 | 15.92% | 13.82% |
| Sharp | 1.27% | 0.60% |
| Beta | 0.91% | 0.82% |
| Alpha | 4.11% | -5.21% |
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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 | 6.58 | 11.35 |
| Mid Cap | 60.53 | 65.46 |
| Large Cap | 14.91 | 14.99 |
| Small Cap | 17.98 | 8.21 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1 | 7 |
| Industrials | 12.25 | 18.65 |
| Consumer Cyclical | 17.09 | 15.35 |
| Healthcare | 18.98 | 13.43 |
| Real Estate | 7.93 | 2.65 |
| Financial Services | 26.6 | 19.33 |
| Technology | 8.31 | 6.93 |
| Basic Materials | 5.97 | 10.75 |
| Communication Services | 1.86 | 2.76 |
| Consumer Defensive | - | 2.08 |
| Utilities | - | 1.06 |
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