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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) | ₹5645 Cr | ₹11125 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 | 1.76 |
| 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 | 2.99% | 2.82% |
| 6 Month | -2.92% | -8.9% |
| 1 Year | 16.14% | 4.2% |
| 3 Year | 22.99% | 14.79% |
| 5 Year | 28.97% | 26.26% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | 0.23% | -2.09% |
| 1 Year | -0.28% | -12% |
| 3 Year | 25.26% | 13.8% |
| 5 Year | 24.17% | 17.11% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 14.1% | 13.03% |
| 3 Year | 18.13% | 14.51% |
| 5 Year | 18.76% | 16.13% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.27% | 13.04% |
| Sharp | 0.8% | 0.44% |
| Beta | 0.93% | 0.94% |
| Alpha | 1.49% | -5% |
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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 | 2.1 | 5.95 |
| Mid Cap | 64.75 | 66.08 |
| Large Cap | 13.09 | 7.96 |
| Small Cap | 20.07 | 20.01 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 0.35 | 3.78 |
| Industrials | 9.48 | 13.46 |
| Consumer Cyclical | 19.8 | 19.96 |
| Healthcare | 18.02 | 11.89 |
| Real Estate | 7.12 | 3.4 |
| Financial Services | 23.61 | 18.85 |
| Basic Materials | 9.73 | 12.33 |
| Technology | 10.12 | 10.93 |
| Communication Services | 1.75 | 2.63 |
| Utilities | - | 1.02 |
| Consumer Defensive | - | 1.73 |
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