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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) | ₹9320 Cr | ₹13236 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 | -0.11% | -1.06% |
| 6 Month | 6.04% | 4.9% |
| 1 Year | 5.76% | 1.03% |
| 3 Year | 26.33% | 23.05% |
| 5 Year | 25.01% | 23.5% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.32% | 1.95% |
| 1 Year | 22.16% | 17.69% |
| 3 Year | 25.34% | 20.39% |
| 5 Year | 23.64% | 20.82% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.41% | 20.09% |
| 3 Year | 19.22% | 19.42% |
| 5 Year | 19.26% | 19.06% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.27% | 13.35% |
| Sharp | 1.25% | 1.14% |
| Beta | 0.95% | 0.93% |
| Alpha | 3.8% | 1.35% |
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 | 8.93 | 9.45 |
| Mid Cap | 55.48 | 67.27 |
| Large Cap | 14.61 | 10.28 |
| Small Cap | 20.98 | 13.01 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.56 | 6.72 |
| Industrials | 9.12 | 14.56 |
| Consumer Cyclical | 17 | 16.05 |
| Healthcare | 18.22 | 10.39 |
| Real Estate | 8.42 | 3.78 |
| Financial Services | 34.12 | 20.32 |
| Technology | 7.23 | 5.69 |
| Basic Materials | 3.95 | 9.54 |
| Communication Services | 1.39 | 2.21 |
| Energy | - | 2.21 |
| Consumer Defensive | - | 6.08 |
| Utilities | - | 2.46 |
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