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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 | 1.74 | 1.55 |
NAV | ₹183.64 | ₹104.43 |
Fund Started | 15 Feb 2007 | 03 Feb 2014 |
Fund Size | ₹7801.80 Cr | ₹33608.53 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
1.74
1.55
NAV
₹183.64
₹104.43
Fund Started
15 Feb 2007
03 Feb 2014
Fund Size
₹7801.80 Cr
₹33608.53 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 | 13.99% | 2.91% |
3 Year | 29.21% | 28.93% |
5 Year | 28.19% | 33.37% |
1 Year
13.99%
2.91%
3 Year
29.21%
28.93%
5 Year
28.19%
33.37%
Holding Analysis
Equity | 98.11% | 82.04% |
Cash | 1.89% | 17.96% |
Equity
98.11%
82.04%
Cash
1.89%
17.96%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
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% |
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 10.52% |
Coforge Ltd. | 9.36% |
Kalyan Jewellers India Ltd. | 8.86% |
Persistent Systems Ltd. | 8.29% |
Trent Ltd. | 7.84% |
Polycab India Ltd. | 5.58% |
One97 Communications Ltd. | 4.50% |
Kei Industries Ltd. | 4.00% |
Bharti Hexacom Ltd. | 3.85% |
Max Healthcare Institute Ltd. | 3.70% |
Fund Manager
Name | Amit Ganatra | Ajay Khandelwal |
Start Date | 01 Sep 2022 | 16 Dec 2021 |
Name
Amit Ganatra
Ajay Khandelwal
Start Date
01 Sep 2022
16 Dec 2021
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
