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) | ₹7406 Cr | ₹12818 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 | 1.85% | -0.44% |
6 Month | 9.03% | 4.5% |
1 Year | 15.35% | 4.98% |
3 Year | 31.02% | 27.66% |
5 Year | 30.27% | 28.31% |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 15.79% | 10.22% |
1 Year | 25.36% | 10.9% |
3 Year | 31.05% | 24.26% |
5 Year | 27.13% | 23.75% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 14.33% | 20.98% |
3 Year | 18.54% | 18.62% |
5 Year | 18.96% | 18.81% |
Risk Management
Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.27% | 16.03% |
Sharp | 1.51% | 1.33% |
Beta | 0.93% | 0.93% |
Alpha | 3.42% | 1.14% |
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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 |
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 | 7.22 | 10.54 |
Mid Cap | 59.7 | 64.47 |
Large Cap | 14.12 | 11.36 |
Small Cap | 18.97 | 13.63 |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 0.89 | 7.95 |
Industrials | 11.63 | 14.53 |
Consumer Cyclical | 15.55 | 18.72 |
Healthcare | 17.76 | 10.4 |
Real Estate | 7.96 | 3.74 |
Financial Services | 27.03 | 17.21 |
Technology | 9.53 | 6.5 |
Basic Materials | 7.71 | 10.57 |
Communication Services | 1.94 | 2.44 |
Energy | - | 2.05 |
Consumer Defensive | - | 4.02 |
Utilities | - | 1.87 |
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