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Tata Mid Cap Growth Fund Regular Plan vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Fund | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹10006 Cr | ₹5420 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Apr 2007 | 31 Mar 2004 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 70% | 69.98% |
| Expense Ratio | 1.8 | 1.87 |
| Manager | Aditya Khemani | Satish Chandra Mishra |
| ISIN Code | INF205K01BC9 | INF277K01626 |
| 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 | Tata Mid Cap Growth Fund - Regular Plan - 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 | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 0.05% | 1.63% |
| 6 Month | 4.96% | 6.95% |
| 1 Year | 7.18% | 6.47% |
| 3 Year | 28.66% | 23.73% |
| 5 Year | 24.67% | 21.19% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -0.34% | 2.34% |
| 1 Year | 16.89% | 15.8% |
| 3 Year | 24.6% | 16.9% |
| 5 Year | 23.55% | 18.32% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 14.39% | 15.69% |
| 3 Year | 19.28% | 17.65% |
| 5 Year | 19.3% | 17.5% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 13.05% |
| Sharp | 1.25% | 1.02% |
| Beta | 0.95% | 0.9% |
| Alpha | 3.8% | -0.5% |
Fund Managers
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Name | Aditya Khemani | Satish Chandra Mishra |
| Total AUM | ₹12070 Cr | ₹13117 Cr |
| Funds Managed | 3 | 5 |
| Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 10.42 | 11.76 |
| Mid Cap | 54.49 | 68.63 |
| Large Cap | 14.19 | 8.01 |
| Small Cap | 20.89 | 11.59 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 2.01 | 8.59 |
| Industrials | 6.94 | 15.66 |
| Consumer Cyclical | 20.6 | 13.36 |
| Healthcare | 17.1 | 12.86 |
| Real Estate | 7.67 | 2.48 |
| Financial Services | 34.71 | 19.83 |
| Technology | 6.91 | 5.17 |
| Basic Materials | 3.63 | 11.85 |
| Communication Services | 0.44 | 2.89 |
| Energy | - | 1.52 |
| Consumer Defensive | - | 3.98 |
| Utilities | - | 1.81 |
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