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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) | ₹7802 Cr | ₹12596 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 | 0.62% | 0.96% |
| 6 Month | 23% | 16.34% |
| 1 Year | 15.36% | 3.49% |
| 3 Year | 28.67% | 23.89% |
| 5 Year | 28.61% | 26.75% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.97% | 5.76% |
| 1 Year | 20.1% | 8.14% |
| 3 Year | 28.94% | 22.22% |
| 5 Year | 25.81% | 22.35% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.54% | 20.64% |
| 3 Year | 18.76% | 18.9% |
| 5 Year | 19.05% | 18.91% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.27% | 15.11% |
| Sharp | 1.33% | 1.12% |
| Beta | 0.94% | 0.91% |
| Alpha | 4.04% | 1.10% |
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 | 8.19 | 8.46 |
| Mid Cap | 59.02 | 66.65 |
| Large Cap | 12.26 | 10.65 |
| Small Cap | 20.53 | 14.24 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.92 | 5.49 |
| Industrials | 10.06 | 14.27 |
| Consumer Cyclical | 16.17 | 17.91 |
| Healthcare | 19.75 | 11.57 |
| Real Estate | 7.86 | 3.59 |
| Financial Services | 29.43 | 19.28 |
| Technology | 7.74 | 5.61 |
| Basic Materials | 5.42 | 11.06 |
| Communication Services | 1.65 | 2.32 |
| Energy | - | 2.04 |
| Consumer Defensive | - | 4.27 |
| Utilities | - | 2.59 |
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