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Tata Mid Cap Growth Fund Regular Plan vs Invesco India Midcap Fund compare

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tortoise-icon Invesco India Midcap Fund - Growth Option

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tortoise-icon Tata Mid Cap Growth Fund Regular Plan- Growth Option

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Chart Comparison

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

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 4.9% 3.59%
6 Month 2.96% -0.57%
1 Year 19.54% 1.55%
3 Year 28.02% 22.87%
5 Year 31.58% 29.05%

SIP Return Analysis

Scheme Name Invesco India Midcap Fund - Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month 7.37% 4.43%
1 Year 10.97% -2.4%
3 Year 28.52% 19.56%
5 Year 25.78% 20.61%

Rolling Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year 14.1% 17.53%
3 Year 18.13% 16.61%
5 Year 18.76% 17.03%

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 0.96% 0.78%
Beta 0.92% 0.91%
Alpha 1.87% -1.76%

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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 0.18 7.34
Mid Cap 65.04 67.05
Large Cap 13.12 8.42
Small Cap 21.66 17.19

Sector Allocation

Scheme Name

Invesco India Midcap Fund - Growth Option

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 0.18 7.34
Industrial Products 5.84 6.41
Retailing 6.83 -
Auto Components 3.78 5.71
Healthcare Services 11.3 1.77
Realty 6.9 4.46
Insurance 6.11 5.92
Consumer Durables 5.6 2.67
Leisure Services 4.91 3.68
Pharmaceuticals & Biotechnology 7.09 12.9
Electrical Equipment 2.87 2.37
Capital Markets 7.14 -
Finance 7.51 6.47
Banks 4.17 6.61
Ferrous Metals 3.08 -
IT - Software 5.77 4.45
Chemicals & Petrochemicals 1.09 1.9
Telecom - Services 1.79 3.14
Transport Services 3.05 0.45
Cement & Cement Products 3.68 3.63
Industrial Manufacturing 1.31 -
Fertilizers & Agrochemicals - 3.25
Petroleum Products - 1.5
Construction - 2.03
Gas - 2.11
Agricultural, Commercial & Construction Vehicles - 1.11
Aerospace & Defense - 1.11
Diversified - 0.67
Agricultural Food & other Products - 1.13
Transport Infrastructure - 3.43
Textiles & Apparels - 1.99
Power - 0.69
Commercial Services & Supplies - 1.1

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