- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹8518 Cr | ₹5043 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 | 3.63% | 3.43% |
| 6 Month | 17.47% | 10.69% |
| 1 Year | 13.79% | 2.71% |
| 3 Year | 27.26% | 21.14% |
| 5 Year | 28.32% | 24.32% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 4.32% | 2.08% |
| 1 Year | 24.72% | 12.6% |
| 3 Year | 28.47% | 17.49% |
| 5 Year | 25.55% | 18.66% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 14.41% | 16.23% |
| 3 Year | 18.92% | 17.31% |
| 5 Year | 19.13% | 17.35% |
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 | 1.21% | 0.96% |
| Beta | 0.95% | 0.9% |
| Alpha | 4.1% | -0.61% |
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 | 8.21 | 5.89 |
| Mid Cap | 55.09 | 70.5 |
| Large Cap | 15.32 | 8.73 |
| Small Cap | 21.38 | 14.88 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 0.32 | 4.66 |
| Industrials | 9.75 | 19.77 |
| Consumer Cyclical | 17.8 | 13.75 |
| Healthcare | 18.35 | 14.95 |
| Real Estate | 7.62 | 3.8 |
| Financial Services | 31.64 | 16.6 |
| Technology | 8.7 | 4.69 |
| Basic Materials | 4.47 | 11.95 |
| Communication Services | 1.35 | 3.11 |
| Energy | - | 1.58 |
| Consumer Defensive | - | 3.17 |
| Utilities | - | 1.97 |
Top Comparisons
ITI Value Fund Regular - Growth
3Y Returns18.15%
HSBC Value Fund - Regular Growth
3Y Returns23.55%
Nippon India Pharma Fund-Growth Plan-Growth Option
3Y Returns20.87%
DSP Healthcare Fund - Regular Plan - Growth
3Y Returns21.91%
HSBC Global Equity Climate Change Fund of Fund - Regular - Growth
3Y Returns11.35%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns23.6%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns19.79%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns14.56%
