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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) | ₹7406 Cr | ₹12224 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 | 1.85% | -0.68% |
| 6 Month | 9.03% | 3.73% |
| 1 Year | 15.35% | -0.36% |
| 3 Year | 31.02% | 20.5% |
| 5 Year | 30.27% | 25.91% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | 15.79% | 11% |
| 1 Year | 25.36% | 9.04% |
| 3 Year | 31.05% | 17.76% |
| 5 Year | 27.13% | 18.53% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 14.33% | 12.38% |
| 3 Year | 18.54% | 14.5% |
| 5 Year | 18.96% | 16.84% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 13.04% |
| Sharp | 1.51% | 1.04% |
| Beta | 0.93% | 0.95% |
| Alpha | 3.42% | -5.14% |
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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 | 7.22 | 8.69 |
| Mid Cap | 59.7 | 62.67 |
| Large Cap | 14.12 | 7.53 |
| Small Cap | 18.97 | 21.11 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 0.89 | 2.76 |
| Industrials | 11.63 | 16.42 |
| Consumer Cyclical | 15.55 | 19.37 |
| Healthcare | 17.76 | 11.08 |
| Real Estate | 7.96 | 3.12 |
| Financial Services | 27.03 | 18.06 |
| Technology | 9.53 | 9.63 |
| Basic Materials | 7.71 | 13.38 |
| Communication Services | 1.94 | 2.67 |
| Energy | - | 0.98 |
| Consumer Defensive | - | 0.86 |
| Utilities | - | 1.69 |
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