- InvestInvestment SuiteExclusiveFeatures
- PlatformProduct SuiteFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnResourceInvesting GuideEvents
- Partner
- Support
Invest
Platform
Research
Market
Learn
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 | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.81 | 1.59 |
NAV | ₹172.76 | ₹110.36 |
Fund Started | 15 Feb 2007 | 03 Feb 2014 |
Fund Size | ₹5862.67 Cr | ₹22897.62 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 1 year. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.81
1.59
NAV
₹172.76
₹110.36
Fund Started
15 Feb 2007
03 Feb 2014
Fund Size
₹5862.67 Cr
₹22897.62 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 1 year.
Returns
1 Year | 45.20% | 53.74% |
3 Year | 25.48% | 35.23% |
5 Year | 28.47% | 33.06% |
1 Year
45.20%
53.74%
3 Year
25.48%
35.23%
5 Year
28.47%
33.06%
Holding Analysis
Equity | 99.03% | 99.39% |
Cash | 0.97% | 0.61% |
Equity
99.03%
99.39%
Cash
0.97%
0.61%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
The Federal Bank Ltd. | 4.50% |
Dixon Technologies (India) Ltd. | 4.19% |
Trent Ltd. | 3.88% |
Max Healthcare Institute Ltd. | 3.75% |
Prestige Estates Projects Ltd. | 3.68% |
Coforge Ltd. | 3.48% |
BSE Ltd. | 3.48% |
L&T Finance Ltd. | 3.27% |
JK Cement Ltd. | 2.75% |
Ethos Ltd. | 2.68% |
Name | Assets |
|---|---|
Polycab India Ltd. | 9.96% |
Coforge Ltd. | 9.86% |
Kalyan Jewellers India Ltd. | 9.65% |
Zomato Ltd. | 9.47% |
Persistent Systems Ltd. | 7.74% |
Mahindra & Mahindra Ltd. | 6.15% |
JIO Financial Services Ltd. | 6.09% |
Trent Ltd. | 5.19% |
Bajaj Auto Ltd. | 4.44% |
Voltas Ltd. | 3.62% |
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
