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Sundaram Mid Cap Fund Regular Plan vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8062 Cr | ₹12501 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 19 Apr 2007 | 19 Jul 2002 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 70% | 45% |
| Expense Ratio | 1.8 | 1.77 |
| Manager | Aditya Khemani | Ratish Varier |
| ISIN Code | INF205K01BC9 | INF903J01173 |
| 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 | Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.03% | 2.67% |
| 6 Month | 26.7% | 20.61% |
| 1 Year | 7.83% | -0.5% |
| 3 Year | 26.03% | 21.63% |
| 5 Year | 28.44% | 26.65% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.06% | 5.36% |
| 1 Year | 23.07% | 14.63% |
| 3 Year | 28.62% | 22.94% |
| 5 Year | 25.52% | 22.54% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.54% | 20.64% |
| 3 Year | 18.76% | 18.9% |
| 5 Year | 19.05% | 18.91% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.27% | 15.01% |
| Sharp | 1.2% | 0.98% |
| Beta | 0.95% | 0.90% |
| Alpha | 4.69% | 1.38% |
Fund Managers
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Aditya Khemani | Ratish Varier |
| Total AUM | ₹12070 Cr | ₹12102 Cr |
| Funds Managed | 3 | 3 |
| Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.19 | 8.46 |
| Mid Cap | 59.02 | 66.65 |
| Large Cap | 12.26 | 10.65 |
| Small Cap | 20.53 | 14.24 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.92 | 5.49 |
| Industrials | 10.06 | 14.27 |
| Consumer Cyclical | 16.17 | 17.91 |
| Healthcare | 19.75 | 11.57 |
| Real Estate | 7.86 | 3.59 |
| Financial Services | 29.43 | 19.28 |
| Technology | 7.74 | 5.61 |
| Basic Materials | 5.42 | 11.06 |
| Communication Services | 1.65 | 2.32 |
| Energy | - | 2.04 |
| Consumer Defensive | - | 4.27 |
| Utilities | - | 2.59 |
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