Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Invesco India Midcap Fund vs Edelweiss Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Midcap Fund - Growth Option

Invest Now

tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Fund Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5645 Cr ₹8268 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 19 Apr 2007 26 Dec 2007
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark BSE 150 MidCap Index NIFTY Midcap 150 TRI
Turn Over 70% 43%
Expense Ratio 1.8 1.73
Manager Aditya Khemani Trideep Bhattacharya
ISIN Code INF205K01BC9 INF843K01013
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 Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month 6.75% 6.2%
6 Month 0.55% -1.42%
1 Year 18.98% 14.34%
3 Year 28.53% 28.7%
5 Year 31.52% 34.47%

SIP Return Analysis

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month 6.14% 5.39%
1 Year 8.69% 5.33%
3 Year 28.37% 27.2%
5 Year 25.8% 26.57%

Rolling Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 14.33% 15.93%
3 Year 18.54% 20.64%
5 Year 18.96% 20.33%

Risk Management

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.27% 15.57%
Sharp 0.96% 0.992%
Beta 0.92% 0.906%
Alpha 1.87% 1.762%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Name Aditya Khemani Trideep Bhattacharya
Total AUM ₹12070 Cr ₹0 Cr
Funds Managed 3 9
Invesco India Midcap Fund - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Invesco India Midcap Fund - Growth Option

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 0.18 4.44
Mid Cap 65.04 72.33
Large Cap 13.12 9.66
Small Cap 21.66 13.57

Sector Allocation

Scheme Name

Invesco India Midcap Fund - Growth Option

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 0.18 3.54
Industrial Products 5.84 -
Retailing 6.83 -
Auto Components 3.78 -
Healthcare Services 11.3 -
Realty 6.9 -
Insurance 6.11 -
Consumer Durables 5.6 -
Leisure Services 4.91 -
Pharmaceuticals & Biotechnology 7.09 -
Electrical Equipment 2.87 -
Capital Markets 7.14 -
Finance 7.51 -
Banks 4.17 -
Ferrous Metals 3.08 -
IT - Software 5.77 -
Chemicals & Petrochemicals 1.09 -
Telecom - Services 1.79 -
Transport Services 3.05 -
Cement & Cement Products 3.68 -
Industrial Manufacturing 1.31 -
Industrials - 14.33
Consumer Defensive - 4.99
Basic Materials - 7.86
Consumer Cyclical - 17.24
Healthcare - 12.6
Financial Services - 20.96
Real Estate - 3.84
Energy - 1.35
Technology - 11.5
Utilities - 0
Communication Services - 1.79

Top Comparisons

Aditya Birla Sun Life Savings Fund-Retail Growth Aditya Birla Sun Life Savings Fund-Retail Growth

3Y Returns7.27%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.19%

Compare Now

DSP Banking & PSU Debt Fund - Regular Plan - Growth DSP Banking & PSU Debt Fund - Regular Plan - Growth

3Y Returns7.77%

VS

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

3Y Returns8.09%

Compare Now

ICICI Prudential Credit Risk Fund - Growth ICICI Prudential Credit Risk Fund - Growth

3Y Returns7.99%

VS

Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

3Y Returns11.14%

Compare Now

Aditya Birla Sun Life Pure Value Fund - Growth Option Aditya Birla Sun Life Pure Value Fund - Growth Option

3Y Returns23.69%

VS

Axis Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth

3Y Returns25.11%

Compare Now
Add to Cart Successfully
OSZAR »