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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 | 1.82 | 1.58 |
NAV | ₹156.22 | ₹95.38 |
Fund Started | 15 Feb 2007 | 03 Feb 2014 |
Fund Size | ₹6047.94 Cr | ₹27780.18 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
1.82
1.58
NAV
₹156.22
₹95.38
Fund Started
15 Feb 2007
03 Feb 2014
Fund Size
₹6047.94 Cr
₹27780.18 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 | 16.11% | 16.72% |
3 Year | 24.84% | 29.29% |
5 Year | 30.10% | 37.72% |
1 Year
16.11%
16.72%
3 Year
24.84%
29.29%
5 Year
30.10%
37.72%
Holding Analysis
Equity | 99.82% | 68.04% |
Cash | 0.18% | 13.51% |
Equity
99.82%
68.04%
Cash
0.18%
13.51%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
BSE Ltd. | 4.80% |
L&T Finance Ltd. | 4.47% |
Max Healthcare Institute Ltd. | 4.26% |
The Federal Bank Ltd. | 4.17% |
Trent Ltd. | 3.88% |
JK Cement Ltd. | 3.68% |
Dixon Technologies (India) Ltd. | 3.54% |
Prestige Estates Projects Ltd. | 3.40% |
Max Financial Services Ltd. | 3.34% |
Coforge Ltd. | 3.30% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.13% |
Persistent Systems Ltd. | 9.53% |
Kalyan Jewellers India Ltd. | 7.18% |
Polycab India Ltd. | 4.40% |
Trent Ltd. | 4.37% |
Max Healthcare Institute Ltd. | 4.20% |
One97 Communications Ltd. | 3.73% |
Dixon Technologies (India) Ltd. | 3.72% |
Bharti Hexacom Ltd. | 3.66% |
Kei Industries Ltd. | 2.78% |
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