Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Invesco India Midcap Fund - Growth Option

Invest Now

tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Kotak Equity Savings Fund - Regular - Growth Kotak Equity Savings Fund - Regular - Growth

3Y Returns12.22%

VS

SBI Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth

3Y Returns12.71%

Compare Now

SBI US Specific Equity Active FoF - Regular Plan - Growth SBI US Specific Equity Active FoF - Regular Plan - Growth

3Y Returns20.96%

VS

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

3Y Returns13.04%

Compare Now

HDFC Small Cap Fund Regular Growth HDFC Small Cap Fund Regular Growth

3Y Returns27.44%

VS

Aditya Birla Sun Life Small Cap Fund - GROWTH Aditya Birla Sun Life Small Cap Fund - GROWTH

3Y Returns21.72%

Compare Now

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

3Y Returns16.91%

VS

HSBC Business Cycles Fund - Regular Growth HSBC Business Cycles Fund - Regular Growth

3Y Returns26.31%

Compare Now
Add to Cart Successfully