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UTI Mid Cap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
UTI Mid Cap Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Fund | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹10006 Cr | ₹12050 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Apr 2007 | 01 Aug 2005 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 70% | 17% |
| Expense Ratio | 1.8 | 1.77 |
| Manager | Aditya Khemani | Ankit Agarwal |
| ISIN Code | INF205K01BC9 | INF789F01810 |
| 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 | UTI 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 | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Month | -1.33% | -1.4% |
| 6 Month | 7.03% | 2.44% |
| 1 Year | 4.65% | -2.05% |
| 3 Year | 26.48% | 16.18% |
| 5 Year | 24.49% | 18.4% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | 1.32% | - |
| 1 Year | 22.16% | 11.48% |
| 3 Year | 25.34% | 12.96% |
| 5 Year | 23.64% | 14.49% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 14.39% | 11.66% |
| 3 Year | 19.28% | 15.1% |
| 5 Year | 19.3% | 17.78% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 13.04% |
| Sharp | 1.25% | 0.71% |
| Beta | 0.95% | 0.96% |
| Alpha | 3.8% | -5.33% |
Fund Managers
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Name | Aditya Khemani | Ankit Agarwal |
| Total AUM | ₹12070 Cr | ₹13947 Cr |
| Funds Managed | 3 | 3 |
| Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
Market Cap
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 10.42 | 10.59 |
| Mid Cap | 54.49 | 63.82 |
| Large Cap | 14.19 | 8.4 |
| Small Cap | 20.89 | 17.19 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 2.01 | 1.77 |
| Industrials | 6.94 | 18.03 |
| Consumer Cyclical | 20.6 | 16.01 |
| Healthcare | 17.1 | 10.84 |
| Real Estate | 7.67 | 3.34 |
| Financial Services | 34.71 | 21.65 |
| Technology | 6.91 | 10.77 |
| Basic Materials | 3.63 | 11.04 |
| Communication Services | 0.44 | 2.31 |
| Energy | - | 1.03 |
| Consumer Defensive | - | 1.37 |
| Utilities | - | 1.86 |
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