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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 | 1.81 | 1.58 |
NAV | ₹157.01 | ₹97.40 |
Fund Started | 15 Feb 2007 | 03 Feb 2014 |
Fund Size | ₹5645.33 Cr | ₹24488.00 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
4.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.81
1.58
NAV
₹157.01
₹97.40
Fund Started
15 Feb 2007
03 Feb 2014
Fund Size
₹5645.33 Cr
₹24488.00 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 | 21.48% | 31.34% |
3 Year | 21.49% | 28.31% |
5 Year | 23.62% | 27.49% |
1 Year
21.48%
31.34%
3 Year
21.49%
28.31%
5 Year
23.62%
27.49%
Holding Analysis
Equity | 97.13% | 90.80% |
Cash | 2.87% | 9.20% |
Equity
97.13%
90.80%
Cash
2.87%
9.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 4.53% |
Trent Ltd. | 4.21% |
Max Healthcare Institute Ltd. | 4.12% |
The Federal Bank Ltd. | 4.07% |
BSE Ltd. | 3.78% |
Coforge Ltd. | 3.69% |
Prestige Estates Projects Ltd. | 3.60% |
L&T Finance Ltd. | 2.97% |
JK Cement Ltd. | 2.81% |
Interglobe Aviation Ltd. | 2.55% |
Name | Assets |
|---|---|
Coforge Ltd. | 9.86% |
Kalyan Jewellers India Ltd. | 9.64% |
Polycab India Ltd. | 8.95% |
Trent Ltd. | 8.09% |
Persistent Systems Ltd. | 7.94% |
JIO Financial Services Ltd. | 5.14% |
Mahindra & Mahindra Ltd. | 3.98% |
Oracle Financial Services Software Ltd. | 3.86% |
One97 Communications Ltd. | 3.85% |
Voltas Ltd. | 3.39% |
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
