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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 Growth Fund Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Fund | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5645 Cr | ₹4354 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 Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 6.88% | 4.65% |
| 6 Month | -0.65% | -2.91% |
| 1 Year | 16.43% | -0.98% |
| 3 Year | 31.45% | 25.05% |
| 5 Year | 30.47% | 27.24% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 13.85% | 9.2% |
| 1 Year | 19.18% | 4.74% |
| 3 Year | 30% | 20.26% |
| 5 Year | 26.59% | 20.9% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 14.33% | 16.93% |
| 3 Year | 18.54% | 16.85% |
| 5 Year | 18.96% | 17.17% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 13.05% |
| Sharp | 1.21% | 0.98% |
| Beta | 0.93% | 0.9% |
| Alpha | 2.06% | -2.33% |
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Fund Managers
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Growth 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 Growth Fund Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 0.06 | 8.64 |
| Mid Cap | 66.19 | 67.35 |
| Large Cap | 13.49 | 8.34 |
| Small Cap | 20.26 | 15.67 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 0.06 | 8.64 |
| Industrial Products | 5.32 | 5.81 |
| Retailing | 7.83 | - |
| Auto Components | 3.5 | 5.56 |
| Healthcare Services | 10.63 | 2.94 |
| Realty | 7.88 | 4.4 |
| Insurance | 6.33 | 6.27 |
| Consumer Durables | 6.19 | 2.3 |
| Leisure Services | 4.87 | 3.78 |
| Pharmaceuticals & Biotechnology | 6.61 | 12.48 |
| Electrical Equipment | 2.75 | 2.16 |
| Capital Markets | 8.51 | - |
| Finance | 7.43 | 5.39 |
| Banks | 4.07 | 5.9 |
| Ferrous Metals | 2.91 | 0.99 |
| IT - Software | 4.99 | 4.39 |
| Telecom - Services | 1.97 | 3.55 |
| Transport Services | 2.99 | 0.5 |
| Cement & Cement Products | 3.65 | 4.33 |
| Industrial Manufacturing | 1.51 | - |
| Fertilizers & Agrochemicals | - | 3.31 |
| Chemicals & Petrochemicals | - | 1.86 |
| Petroleum Products | - | 1.51 |
| Construction | - | 0.88 |
| Gas | - | 1.92 |
| Agricultural, Commercial & Construction Vehicles | - | 1.18 |
| Aerospace & Defense | - | 1.12 |
| Diversified | - | 0.67 |
| Agricultural Food & other Products | - | 1.14 |
| Transport Infrastructure | - | 3.17 |
| Textiles & Apparels | - | 2.07 |
| Power | - | 0.68 |
| Commercial Services & Supplies | - | 1.1 |
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