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 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 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)	₹8518 Cr	₹11326 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 Fund - Regular Plan - Growth Option
1 Month	1.64%	-1.04%
6 Month	17.64%	8.49%
1 Year	10.92%	2.02%
3 Year	26.89%	12.8%
5 Year	27.37%	22.53%

Scheme Name	Invesco India Midcap Fund - Growth Option	PGIM India Midcap Fund - Regular Plan - Growth Option
6 Month	4.59%	1.59%
1 Year	23.5%	11.88%
3 Year	27.47%	13.88%
5 Year	24.83%	14.59%

Scheme Name	Invesco India Midcap Fund - Growth Option	PGIM India Midcap Fund - Regular Plan - Growth Option
1 Year	14.41%	11.87%
3 Year	18.92%	15.39%
5 Year	19.13%	18.35%

Scheme Name	Invesco India Midcap Fund - Growth Option	PGIM India Midcap Fund - Regular Plan - Growth Option
Standard Deviation	13.27%	13.73%
Sharp	1.21%	0.51%
Beta	0.95%	0.80%
Alpha	4.1%	-5.83%

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

Scheme Name	Invesco India Midcap Fund - Growth Option	PGIM India Midcap Fund - Regular Plan - Growth Option
Large Cap	15.29	14.1
Mid Cap	62.27	66.05
Small Cap	22.44	10.06
Others	-	9.79

Scheme Name	Invesco India Midcap Fund - Growth Option	PGIM India Midcap Fund - Regular Plan - Growth Option
Others	0.32	5.48
Industrial Products	3.83	-
Retailing	12.44	-
Auto Components	1.99	-
Healthcare Services	10.36	-
Realty	7.62	-
Insurance	5.97	-
Consumer Durables	7.57	-
IT - Software	4.41	-
Pharmaceuticals & Biotechnology	7.98	-
Capital Markets	6.95	-
Finance	10.3	-
Banks	8.41	-
Telecom - Services	1.35	-
Electrical Equipment	1.29	-
Transport Services	2.79	-
Industrial Manufacturing	2.89	-
Cement & Cement Products	3.53	-
Industrials	-	19.77
Financial Services	-	19.19
Communication Services	-	2.72
Consumer Cyclical	-	16.74
Healthcare	-	13.36
Technology	-	7
Basic Materials	-	10.17
Consumer Defensive	-	2.14
Real Estate	-	2.53
Utilities	-	0.91