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Quant Mid Cap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
Quant Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| Fund | Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹10006 Cr | ₹8608 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Apr 2007 | 21 Mar 2001 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 70% | % |
| Expense Ratio | 1.8 | 1.75 |
| Manager | Aditya Khemani | Sanjeev Sharma |
| ISIN Code | INF205K01BC9 | INF966L01176 |
| 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 | Quant Mid Cap 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 | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | -2.6% | -3.4% |
| 6 Month | 4.14% | -4.18% |
| 1 Year | 2.81% | -7.41% |
| 3 Year | 26% | 14.14% |
| 5 Year | 24.23% | 22.19% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 1.32% | -0.69% |
| 1 Year | 22.16% | 2.17% |
| 3 Year | 25.34% | 8.66% |
| 5 Year | 23.64% | 15.1% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 14.41% | 11.51% |
| 3 Year | 19.22% | 12.56% |
| 5 Year | 19.26% | 11.03% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.27% | 17.376% |
| Sharp | 1.25% | 0.838% |
| Beta | 0.95% | 0.924% |
| Alpha | 3.8% | 0.658% |
Fund Managers
| Scheme Name | Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| Name | Aditya Khemani | Sanjeev Sharma |
| Total AUM | ₹12070 Cr | ₹39731 Cr |
| Funds Managed | 3 | 22 |
| Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 10.42 | 29.22 |
| Mid Cap | 54.49 | 59.32 |
| Large Cap | 14.19 | 11.45 |
| Small Cap | 20.89 | - |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 2.01 | 26.79 |
| Industrials | 6.94 | 17.5 |
| Consumer Cyclical | 20.6 | 0 |
| Healthcare | 17.1 | 11.2 |
| Real Estate | 7.67 | 0.88 |
| Financial Services | 34.71 | 6.18 |
| Technology | 6.91 | 6.93 |
| Basic Materials | 3.63 | 8.78 |
| Communication Services | 0.44 | 8.62 |
| Energy | - | 5.79 |
| Consumer Defensive | - | 5.14 |
| Utilities | - | 2.18 |
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