- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
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
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) | ₹8518 Cr | ₹12585 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 | 1.11% | 0.01% |
| 6 Month | 23.88% | 16.09% |
| 1 Year | 6.44% | -1.33% |
| 3 Year | 28.49% | 23.61% |
| 5 Year | 28.02% | 26.55% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.37% | 3.25% |
| 1 Year | 24.21% | 15.54% |
| 3 Year | 27.69% | 21.93% |
| 5 Year | 24.97% | 21.85% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.41% | 20.33% |
| 3 Year | 18.92% | 19.02% |
| 5 Year | 19.13% | 18.97% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.27% | 14.94% |
| Sharp | 1.21% | 1.01% |
| Beta | 0.95% | 0.90% |
| Alpha | 4.1% | 1.00% |
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 | 8.61 | 7.85 |
| Mid Cap | 56.15 | 66.45 |
| Large Cap | 15.84 | 10.82 |
| Small Cap | 19.4 | 14.88 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.84 | 4.8 |
| Industrials | 10.13 | 14.64 |
| Consumer Cyclical | 17.28 | 18 |
| Healthcare | 18.68 | 11.81 |
| Real Estate | 7.58 | 3.59 |
| Financial Services | 30.14 | 19.14 |
| Technology | 8.75 | 5.82 |
| Basic Materials | 5.07 | 10.56 |
| Communication Services | 1.53 | 2.2 |
| Energy | - | 1.85 |
| Consumer Defensive | - | 5.19 |
| Utilities | - | 2.41 |
Top Comparisons
BANDHAN INNOVATION FUND REGULAR PLAN GROWTH
3Y Returns0%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.26%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns13.93%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns16.92%
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
3Y Returns0%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns16.07%
