- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
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
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) | ₹8062 Cr | ₹11668 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 | 1.36% | 2.58% |
| 6 Month | 27.8% | 20.1% |
| 1 Year | 7.2% | -6.26% |
| 3 Year | 26.25% | 15.28% |
| 5 Year | 27.36% | 22.22% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | 7.06% | 4.79% |
| 1 Year | 23.07% | 11.5% |
| 3 Year | 28.62% | 16.05% |
| 5 Year | 25.52% | 16.85% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 14.54% | 12.07% |
| 3 Year | 18.76% | 14.7% |
| 5 Year | 19.05% | 17.22% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 13.04% |
| Sharp | 1.2% | 0.65% |
| Beta | 0.95% | 0.95% |
| Alpha | 4.69% | -4.43% |
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 | 8.19 | 8.57 |
| Mid Cap | 59.02 | 63.54 |
| Large Cap | 12.26 | 7.36 |
| Small Cap | 20.53 | 20.52 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 1.92 | 1.64 |
| Industrials | 10.06 | 16.92 |
| Consumer Cyclical | 16.17 | 18.84 |
| Healthcare | 19.75 | 12.51 |
| Real Estate | 7.86 | 3 |
| Financial Services | 29.43 | 18.63 |
| Technology | 7.74 | 9.73 |
| Basic Materials | 5.42 | 12.68 |
| Communication Services | 1.65 | 2.42 |
| Energy | - | 0.88 |
| Consumer Defensive | - | 0.87 |
| Utilities | - | 1.86 |
Top Comparisons
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns19.21%
HSBC Small Cap Fund Regular Growth
3Y Returns18.78%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns14.73%
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
3Y Returns12.53%
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
3Y Returns7.86%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns12.99%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns11.83%
