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Compare Axis Midcap Fund vs Invesco India Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.56 | 1.74 |
NAV | ₹114.47 | ₹183.64 |
Fund Started | 31 Jan 2011 | 15 Feb 2007 |
Fund Size | ₹31383.93 Cr | ₹7801.80 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. |
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.56
1.74
NAV
₹114.47
₹183.64
Fund Started
31 Jan 2011
15 Feb 2007
Fund Size
₹31383.93 Cr
₹7801.80 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Returns
1 Year | 1.87% | 13.99% |
3 Year | 19.22% | 29.21% |
5 Year | 22.23% | 28.19% |
1 Year
1.87%
13.99%
3 Year
19.22%
29.21%
5 Year
22.23%
28.19%
Holding Analysis
Equity | 91.80% | 98.11% |
Cash | 0.82% | 1.89% |
Equity
91.80%
98.11%
Cash
0.82%
1.89%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 3.63% |
Coromandel International Ltd. | 3.11% |
JK Cement Ltd. | 2.59% |
The Indian Hotels Company Ltd. | 2.55% |
Bharti Hexacom Ltd. | 2.42% |
Dixon Technologies (India) Ltd. | 2.15% |
UNO Minda Ltd. | 2.10% |
GE Vernova T&D India Ltd. | 2.09% |
The Federal Bank Ltd. | 2.07% |
PI Industries Ltd. | 2.06% |
Name | Assets |
|---|---|
BSE Ltd. | 4.73% |
Glenmark Pharmaceuticals Ltd. | 4.59% |
Swiggy Ltd. | 4.53% |
L&T Finance Ltd. | 4.38% |
Prestige Estates Projects Ltd. | 4.24% |
JK Cement Ltd. | 3.95% |
Max Financial Services Ltd. | 3.88% |
The Federal Bank Ltd. | 3.79% |
Max Healthcare Institute Ltd. | 3.59% |
Dixon Technologies (India) Ltd. | 3.35% |
Fund Manager
Name | Vinayak Jayanath | Amit Ganatra |
Start Date | 17 Jan 2023 | 01 Sep 2022 |
Name
Vinayak Jayanath
Amit Ganatra
Start Date
17 Jan 2023
01 Sep 2022
About Fund
Description | The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies. | The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies |
Launch Date | 31 Jan 2011 | 15 Feb 2007 |
Description
The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies
Launch Date
31 Jan 2011
15 Feb 2007
