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Compare Invesco India Mid Cap Fund vs Motilal Oswal Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.73 | 1.54 |
NAV | ₹185.49 | ₹104.70 |
Fund Started | 15 Feb 2007 | 03 Feb 2014 |
Fund Size | ₹8518.36 Cr | ₹34748.89 Cr |
Exit Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.73
1.54
NAV
₹185.49
₹104.70
Fund Started
15 Feb 2007
03 Feb 2014
Fund Size
₹8518.36 Cr
₹34748.89 Cr
Exit Load
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 9.75% | -2.92% |
3 Year | 28.80% | 26.84% |
5 Year | 28.44% | 33.62% |
1 Year
9.75%
-2.92%
3 Year
28.80%
26.84%
5 Year
28.44%
33.62%
Holding Analysis
Equity | 99.68% | 91.01% |
Cash | 0.32% | 2.15% |
Equity
99.68%
91.01%
Cash
0.32%
2.15%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Swiggy Ltd. | 5.14% |
AU Small Finance Bank Ltd. | 5.10% |
L&T Finance Ltd. | 4.93% |
Prestige Estates Projects Ltd. | 4.29% |
Max Financial Services Ltd. | 3.88% |
Glenmark Pharmaceuticals Ltd. | 3.84% |
BSE Ltd. | 3.64% |
JK Cement Ltd. | 3.53% |
Global Health Ltd. | 3.40% |
The Federal Bank Ltd. | 3.31% |
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 9.57% |
Eternal Ltd. | 9.37% |
Coforge Ltd. | 9.04% |
Persistent Systems Ltd. | 8.33% |
One97 Communications Ltd. | 8.09% |
Kalyan Jewellers India Ltd. | 7.84% |
Trent Ltd. | 6.73% |
Polycab India Ltd. | 6.60% |
Kaynes Technology India Ltd. | 4.77% |
Kei Industries Ltd. | 4.68% |
Fund Manager
Name | Amit Ganatra | Ajay Khandelwal |
Start Date | 03 Oct 2025 | 25 Jul 2025 |
Name
Amit Ganatra
Ajay Khandelwal
Start Date
03 Oct 2025
25 Jul 2025
About Fund
Description | The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies | The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 15 Feb 2007 | 03 Feb 2014 |
Description
The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
15 Feb 2007
03 Feb 2014