- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹10296 Cr | ₹8608 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹100 | ₹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 | -5.34% | -7.34% |
| 6 Month | -4.62% | -11.19% |
| 1 Year | 12.63% | -8.12% |
| 3 Year | 25.73% | 14.13% |
| 5 Year | 22.24% | 20.4% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 0.53% | -0.43% |
| 1 Year | 15.5% | 0.35% |
| 3 Year | 22% | 5.98% |
| 5 Year | 22.14% | 13.31% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 14.31% | 11.46% |
| 3 Year | 19.38% | 12.59% |
| 5 Year | 19.35% | 11.06% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.27% | 15.85% |
| Sharp | 1.21% | 0.56% |
| Beta | 0.96% | 0.98% |
| Alpha | 2.88% | -7.48% |
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 | 12.12 | 29.22 |
| Large Cap | 14.94 | 11.45 |
| Small Cap | 20.09 | - |
| Mid Cap | 52.85 | 59.32 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 2.5 | 26.79 |
| Consumer Cyclical | 19.69 | 1.36 |
| Healthcare | 18.14 | 11.2 |
| Real Estate | 7.29 | 0.88 |
| Financial Services | 33.81 | 6.18 |
| Technology | 6.39 | 6.93 |
| Basic Materials | 3.74 | 8.78 |
| Industrials | 8.13 | 16.14 |
| Communication Services | 0.31 | 8.62 |
| Energy | - | 5.79 |
| Consumer Defensive | - | 5.14 |
| Utilities | - | 2.18 |
Top Comparisons
ITI Mid Cap Fund Regular - Growth
3Y Returns24.76%
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns22.66%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns21.96%
Mirae Asset Flexi Cap Fund - Regular Plan - Growth
3Y Returns0%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
Franklin Asian Equity Fund - Growth Plan
3Y Returns12.47%
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option
3Y Returns20.32%
