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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) | ₹10296 Cr | ₹13293 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 | -2.21% | -0.8% |
| 6 Month | -2.5% | 0.66% |
| 1 Year | 10.28% | 8.33% |
| 3 Year | 26.47% | 24.07% |
| 5 Year | 22.31% | 21.19% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.78% | -0.62% |
| 1 Year | 10.18% | 10.67% |
| 3 Year | 20.68% | 17.29% |
| 5 Year | 21.34% | 19.34% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.31% | 19.89% |
| 3 Year | 19.38% | 19.56% |
| 5 Year | 19.35% | 19.1% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.27% | 13.35% |
| Sharp | 1.21% | 1.16% |
| Beta | 0.96% | 0.93% |
| Alpha | 2.88% | 1.29% |
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 | 12.12 | 7.65 |
| Large Cap | 14.94 | 9.64 |
| Small Cap | 20.09 | 13.44 |
| Mid Cap | 52.85 | 69.27 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.5 | 4.56 |
| Consumer Cyclical | 19.69 | 15.55 |
| Healthcare | 18.14 | 9.78 |
| Real Estate | 7.29 | 3.8 |
| Financial Services | 33.81 | 22.43 |
| Technology | 6.39 | 6.11 |
| Basic Materials | 3.74 | 9.84 |
| Industrials | 8.13 | 14.51 |
| Communication Services | 0.31 | 2.41 |
| Energy | - | 2.31 |
| Consumer Defensive | - | 6.25 |
| Utilities | - | 2.45 |
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