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 Risk | Very High Risk |
Asset Size (Cr) | ₹5645 Cr | ₹11638 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 | -5.72% | -4.37% |
6 Month | -4.43% | -8.02% |
1 Year | 17.84% | 12.6% |
3 Year | 19.99% | 20.29% |
5 Year | 22.36% | 19.29% |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 8.91% | 2.73% |
3 Year | 27.27% | 25.26% |
5 Year | 26.13% | 25.14% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 14.1% | 21.47% |
3 Year | 18.13% | 18.34% |
5 Year | 18.76% | 18.67% |
Risk Management
Scheme Name | Invesco India Midcap Fund - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.27% | 13.35% |
Sharp | 0.84% | 1.16% |
Beta | 0.94% | 0.88% |
Alpha | 0.48% | 3.17% |
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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 |
Fund Manage | 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 | 1.17 | 5.82 |
Small Cap | 18.86 | 13.95 |
Mid Cap | 66 | 67.46 |
Large Cap | 13.97 | 13.04 |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 1.17 | 5.82 |
Realty | 7.78 | 3.04 |
Industrial Products | 9.16 | 7.67 |
Auto Components | 7.58 | 7.23 |
Healthcare Services | 6.77 | 4.37 |
Retailing | 9.78 | 4.29 |
Insurance | 4.71 | 1.28 |
Consumer Durables | 8.24 | 6.05 |
Leisure Services | 5.6 | 3.59 |
Pharmaceuticals & Biotechnology | 6.61 | 6.89 |
Capital Markets | 3.61 | 2.39 |
Finance | 5.98 | 8.57 |
Banks | 4.53 | 8.64 |
Ferrous Metals | 1.34 | 0.99 |
IT - Software | 6.45 | 4.71 |
Telecom - Services | 1.38 | 1.12 |
Electrical Equipment | 2.4 | 3.19 |
Transport Services | 2.48 | 2.13 |
Cement & Cement Products | 2.89 | 1.94 |
Industrial Manufacturing | 1.54 | - |
Chemicals & Petrochemicals | - | 1.47 |
Petroleum Products | - | 1.42 |
Automobiles | - | 1.48 |
Fertilizers & Agrochemicals | - | 3.11 |
Agricultural Food & other Products | - | 1.22 |
Gas | - | 0.9 |
Aerospace & Defense | - | 1.31 |
Financial Technology (Fintech) | - | 1.67 |
Food Products | - | 0.88 |
Beverages | - | 1.19 |
Power | - | 1.71 |
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