PGIM India Midcap Opportunities Fund vs Invesco India Midcap Fund compare

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Invesco India Midcap Fund - Growth Option

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PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

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%

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%

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%

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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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

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

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