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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) | ₹9320 Cr | ₹11581 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 | 0.82% | -0.95% |
| 6 Month | 9.85% | 3.32% |
| 1 Year | 10.18% | 2.1% |
| 3 Year | 26.26% | 12.17% |
| 5 Year | 25.42% | 20.32% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.13% | - |
| 1 Year | 25.84% | 10.72% |
| 3 Year | 27.4% | 12.93% |
| 5 Year | 24.95% | 13.94% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.43% | 11.44% |
| 3 Year | 19.2% | 14.88% |
| 5 Year | 19.24% | 18.5% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 13.73% |
| Sharp | 1.24% | 0.51% |
| Beta | 0.95% | 0.80% |
| Alpha | 3.68% | -5.83% |
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 | 8.93 | 8.54 |
| Mid Cap | 55.48 | 65.72 |
| Large Cap | 14.61 | 14.8 |
| Small Cap | 20.98 | 10.95 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.56 | 3.41 |
| Industrials | 9.12 | 19.73 |
| Consumer Cyclical | 17 | 16.21 |
| Healthcare | 18.22 | 13.61 |
| Real Estate | 8.42 | 2.82 |
| Financial Services | 34.12 | 19.52 |
| Technology | 7.23 | 7.67 |
| Basic Materials | 3.95 | 10.72 |
| Communication Services | 1.39 | 3.1 |
| Consumer Defensive | - | 2.25 |
| Utilities | - | 0.96 |
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