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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 | 1.56 |
NAV | ₹183.37 | ₹103.39 |
Fund Started | 15 Feb 2007 | 03 Feb 2014 |
Fund Size | ₹7405.92 Cr | ₹33053.13 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
1.56
NAV
₹183.37
₹103.39
Fund Started
15 Feb 2007
03 Feb 2014
Fund Size
₹7405.92 Cr
₹33053.13 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 | 16.47% | 5.30% |
3 Year | 31.81% | 32.59% |
5 Year | 30.96% | 35.91% |
1 Year
16.47%
5.30%
3 Year
31.81%
32.59%
5 Year
30.96%
35.91%
Holding Analysis
Equity | 99.06% | 82.83% |
Cash | 0.94% | 17.17% |
Equity
99.06%
82.83%
Cash
0.94%
17.17%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
BSE Ltd. | 5.68% |
L&T Finance Ltd. | 4.69% |
Prestige Estates Projects Ltd. | 4.55% |
Swiggy Ltd. | 4.22% |
Max Financial Services Ltd. | 4.10% |
Glenmark Pharmaceuticals Ltd. | 3.97% |
Max Healthcare Institute Ltd. | 3.87% |
The Federal Bank Ltd. | 3.86% |
Trent Ltd. | 3.70% |
JK Cement Ltd. | 3.58% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.48% |
Persistent Systems Ltd. | 9.60% |
Trent Ltd. | 9.39% |
Dixon Technologies (India) Ltd. | 9.07% |
Kalyan Jewellers India Ltd. | 7.57% |
Polycab India Ltd. | 5.05% |
Kei Industries Ltd. | 4.02% |
Bharti Hexacom Ltd. | 3.99% |
Max Healthcare Institute Ltd. | 3.85% |
Kaynes Technology India Ltd. | 2.95% |
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