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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) | ₹8518 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 | 3.63% | 4.18% |
| 6 Month | 17.47% | 1.49% |
| 1 Year | 13.79% | -5.9% |
| 3 Year | 27.26% | 16.98% |
| 5 Year | 28.32% | 27.51% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 0.78% | -2.77% |
| 1 Year | 15.45% | -3.6% |
| 3 Year | 24.59% | 7.92% |
| 5 Year | 23.29% | 15.33% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 14.41% | 12.08% |
| 3 Year | 18.92% | 11.93% |
| 5 Year | 19.13% | 10.71% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 16.04% | 17.376% |
| Sharp | 1.19% | 0.838% |
| Beta | 0.95% | 0.924% |
| Alpha | 3.81% | 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 | 8.21 | 22.84 |
| Mid Cap | 55.09 | 61.87 |
| Large Cap | 15.32 | 15.28 |
| Small Cap | 21.38 | - |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 0.32 | 20.84 |
| Industrials | 9.75 | 16.36 |
| Consumer Cyclical | 17.8 | 0.44 |
| Healthcare | 18.35 | 11.07 |
| Real Estate | 7.62 | - |
| Financial Services | 31.64 | 7.99 |
| Technology | 8.7 | 6.91 |
| Basic Materials | 4.47 | 9.06 |
| Communication Services | 1.35 | 10.5 |
| Energy | - | 9.91 |
| Consumer Defensive | - | 4.71 |
| Utilities | - | 2.2 |
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