Compare Invesco India Mid Cap Fund vs Motilal Oswal Midcap Fund
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.72
1.6
NAV
₹159.69
₹83.26
Fund Started
15 Feb 2007
03 Feb 2014
Fund Size
₹10771.90 Cr
₹33689.20 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.
1 Year
3.95%
-10.36%
3 Year
23.10%
18.96%
5 Year
18.04%
20.42%
Equity
99.35%
97.89%
Cash
0.65%
2.11%
Top 10 Holdings
The Federal Bank Ltd. | 6.21% |
AU Small Finance Bank Ltd. | 5.28% |
Prestige Estates Projects Ltd. | 5.00% |
Max Healthcare Institute Ltd. | 4.84% |
BSE Ltd. | 4.77% |
Swiggy Ltd. | 4.59% |
L&T Finance Ltd. | 4.44% |
Max Financial Services Ltd. | 4.16% |
Global Health Ltd. | 4.11% |
Interglobe Aviation Ltd. | 4.01% |
One97 Communications Ltd. | 7.64% |
Kalyan Jewellers India Ltd. | 7.48% |
Eternal Ltd. | 6.40% |
Kei Industries Ltd. | 6.28% |
Persistent Systems Ltd. | 6.20% |
Coforge Ltd. | 6.09% |
Aditya Birla Capital Ltd. | 5.67% |
Bharti Airtel Ltd. | 5.29% |
Nifty 50 | 5.14% |
Dixon Technologies (India) Ltd. | 4.29% |
Name
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Start Date
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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
