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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) | ₹8518 Cr | ₹11666 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 | 2.06% | 0.63% |
| 6 Month | 16.93% | 9.8% |
| 1 Year | 12.37% | -0.73% |
| 3 Year | 26.8% | 15.9% |
| 5 Year | 27.51% | 21.53% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | 4.59% | 2.9% |
| 1 Year | 23.5% | 13.83% |
| 3 Year | 27.47% | 15.34% |
| 5 Year | 24.83% | 16.08% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 14.41% | 11.81% |
| 3 Year | 18.92% | 14.89% |
| 5 Year | 19.13% | 17.55% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 13.04% |
| Sharp | 1.21% | 0.64% |
| Beta | 0.95% | 0.96% |
| Alpha | 4.1% | -5.43% |
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 | 8.21 | 9.08 |
| Mid Cap | 55.09 | 63.38 |
| Large Cap | 15.32 | 8.11 |
| Small Cap | 21.38 | 19.43 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 0.32 | 1.55 |
| Industrials | 9.75 | 18.7 |
| Consumer Cyclical | 17.8 | 16.34 |
| Healthcare | 18.35 | 11.04 |
| Real Estate | 7.62 | 3.32 |
| Financial Services | 31.64 | 20.79 |
| Technology | 8.7 | 9.92 |
| Basic Materials | 4.47 | 11.66 |
| Communication Services | 1.35 | 2.41 |
| Energy | - | 1.06 |
| Consumer Defensive | - | 1.33 |
| Utilities | - | 1.87 |
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