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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) | ₹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 | 0.21% | 2.16% |
| 6 Month | 18.39% | 14.57% |
| 1 Year | 13.13% | 6.78% |
| 3 Year | 26.76% | 24.21% |
| 5 Year | 26.98% | 25.95% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.36% | 3.68% |
| 1 Year | 23.8% | 18.15% |
| 3 Year | 26.94% | 21.85% |
| 5 Year | 24.48% | 21.68% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.41% | 20.21% |
| 3 Year | 19.17% | 19.35% |
| 5 Year | 19.21% | 19.04% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.27% | 15.06% |
| Sharp | 1.24% | 1.09% |
| Beta | 0.95% | 0.93% |
| Alpha | 3.68% | 1.50% |
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 | 8.21 | 6.89 |
| Mid Cap | 55.09 | 67.99 |
| Large Cap | 15.32 | 10.91 |
| Small Cap | 21.38 | 14.22 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.32 | 3.87 |
| Industrials | 9.75 | 14.8 |
| Consumer Cyclical | 17.8 | 17.35 |
| Healthcare | 18.35 | 11.72 |
| Real Estate | 7.62 | 3.58 |
| Financial Services | 31.64 | 19.58 |
| Technology | 8.7 | 5.48 |
| Basic Materials | 4.47 | 10.47 |
| Communication Services | 1.35 | 2.15 |
| Energy | - | 2.16 |
| Consumer Defensive | - | 6.31 |
| Utilities | - | 2.52 |
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