What is the risk comparison between Sundaram Mid Cap Fund Regular Plan - Growth and Invesco India Midcap Fund - Growth Option?

Sundaram Mid Cap Fund Regular Plan - Growth is equally volatile than Invesco India Midcap Fund - Growth Option. Choose a fund based on your risk tolerance and goals.

Sundaram Mid Cap Fund Regular Plan - Growth vs Invesco India Midcap Fund - Growth Option: Which has better AUM growth?

Sundaram Mid Cap Fund Regular Plan - Growth has Rs 13292.89 crore in AUM and Invesco India Midcap Fund - Growth Option has Rs 10296.36 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

Which fund has a lower expense ratio, Sundaram Mid Cap Fund Regular Plan - Growth or Invesco India Midcap Fund - Growth Option?

Sundaram Mid Cap Fund Regular Plan - Growth has an expense ratio of 1.77% and Invesco India Midcap Fund - Growth Option has 1.8%. Sundaram Mid Cap Fund Regular Plan - Growth has a lower ratio, which means it can give better net returns.

Sundaram Mid Cap Fund Regular Plan - Growth or Invesco India Midcap Fund - Growth Option: Which beats its benchmark more consistently?

Sundaram Mid Cap Fund Regular Plan - Growth has outperformed the benchmark more consistently with an average of 15.72% over 5 years than Invesco India Midcap Fund - Growth Option with 15.72%. Sundaram Mid Cap Fund Regular Plan - Growth has performed better against its benchmark.

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

Compare Up to 4 FundsFree Analysis

Sundaram Mid Cap Fund Regular Plan - Growth

Mid Capvery high Risk

Invesco India Midcap Fund - Growth Option

Mid Capvery high Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

21.83 %

Expense Ratio

1.77 %

The trade-off:

Verdict Lock

Returns (5Y)

22.24 %

Expense Ratio

1.8 %

The trade-off:

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Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

Complete Fund Review

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METRICS

Invesco India Midcap Fund - Growth Option

Sundaram Mid Cap Fund Regular Plan - Growth

Basic Overview

Current NAV

₹ 172.08

₹ 1392.69

Benchmark

BSE 150 MidCap Index

NIFTY Midcap 150 TRI

Fund Size (AUM)

₹10296 Cr

₹13293 Cr

Expense Ratio

1.80%

1.77%

Launch Date

19 Apr 2007

19 Jul 2002

SIP Returns

1 Year Return

15.50%

14.90%

3 Year Return

22.00%

18.22%

5 Year Return

22.14%

20.00%

Since Inception

19.35%

19.10%

Trailing Returns

1 Month Return

-5.34%

-2.00%

3 Month Return

-4.62%

1.12%

1 Year Return

12.63%

11.53%

3 Year Return

25.73%

24.99%

5 Year Return

22.24%

21.83%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

2.88

1.29

Beta

0.96

0.93

Sharpe Ratio

1.21

1.16

Standard Deviation

13.27

13.35

Investment & Taxes

Min SIP Amount

₹ 500

₹ 100

Min Lumpsum

₹ 100

Exit 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

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Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Invesco India Midcap Fund - Growth Option3 /100

Outstanding protection during market downturns.

Sundaram Mid Cap Fund Regular Plan - Growth3 /100

More vulnerable during market declines.

Invesco India Midcap Fund - Growth Option3 /100

Outstanding protection during market downturns.

Sundaram Mid Cap Fund Regular Plan - Growth3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Invesco India Midcap Fund - Growth Option0.0%

Sundaram Mid Cap Fund Regular Plan - Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

Invesco India Midcap Fund - Growth Optionslow

Sundaram Mid Cap Fund Regular Plan - Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

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Annual Performance History

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MONTHLY INVESTMENT

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₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

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Note: SIP value calculations are based on historical NAV data of funds.

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Sundaram Mid Cap Fund Regular Plan - Growth had a 5-year average annual growth rate of 21.83%, while Invesco India Midcap Fund - Growth Option's was 22.24%. Invesco India Midcap Fund - Growth Option is better for long-term growth.