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Sundaram Mid Cap Fund Regular Plan vs Invesco India Midcap Fund compare

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tortoise-icon Invesco India Midcap Fund - Growth Option

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tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk Very High Risk
Asset Size (Cr) ₹5645 Cr ₹11638 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 -5.72% -4.37%
6 Month -4.43% -8.02%
1 Year 17.84% 12.6%
3 Year 19.99% 20.29%
5 Year 22.36% 19.29%

SIP Return Analysis

Scheme Name Invesco India Midcap Fund - Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
6 Month - -
1 Year 8.91% 2.73%
3 Year 27.27% 25.26%
5 Year 26.13% 25.14%

Rolling Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 14.1% 21.47%
3 Year 18.13% 18.34%
5 Year 18.76% 18.67%

Risk Management

Scheme Name Invesco India Midcap Fund - Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 13.27% 13.35%
Sharp 0.84% 1.16%
Beta 0.94% 0.88%
Alpha 0.48% 3.17%

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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
Fund Manage 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 1.17 5.82
Small Cap 18.86 13.95
Mid Cap 66 67.46
Large Cap 13.97 13.04

Sector Allocation

Scheme Name

Invesco India Midcap Fund - Growth Option

Sundaram Mid Cap Fund Regular Plan - Growth

Others 1.17 5.82
Realty 7.78 3.04
Industrial Products 9.16 7.67
Auto Components 7.58 7.23
Healthcare Services 6.77 4.37
Retailing 9.78 4.29
Insurance 4.71 1.28
Consumer Durables 8.24 6.05
Leisure Services 5.6 3.59
Pharmaceuticals & Biotechnology 6.61 6.89
Capital Markets 3.61 2.39
Finance 5.98 8.57
Banks 4.53 8.64
Ferrous Metals 1.34 0.99
IT - Software 6.45 4.71
Telecom - Services 1.38 1.12
Electrical Equipment 2.4 3.19
Transport Services 2.48 2.13
Cement & Cement Products 2.89 1.94
Industrial Manufacturing 1.54 -
Chemicals & Petrochemicals - 1.47
Petroleum Products - 1.42
Automobiles - 1.48
Fertilizers & Agrochemicals - 3.11
Agricultural Food & other Products - 1.22
Gas - 0.9
Aerospace & Defense - 1.31
Financial Technology (Fintech) - 1.67
Food Products - 0.88
Beverages - 1.19
Power - 1.71

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