Compare Mutual Funds

Insights from Fund Comparison

• Both Invesco India Midcap Fund (G) and Edelweiss Mid Cap Fund (G) are Mid Cap Fund, Equity schemes. Invesco India Midcap Fund (G) is 19 yrs 3 m old and manages ₹11,767.3 Crs, whereas Edelweiss Mid Cap Fund (G) is 18 yrs 6 m old with ₹15,910.69 Crs.
• Both funds are fairly comparable in terms of age and size.
• Invesco India Midcap Fund (G) has its top 3 sectors in Banks (14.59%), Healthcare (10.72%), and E-Commerce/App based Aggregator (9.22%), while Edelweiss Mid Cap Fund (G) focuses on Banks (12.07%), Finance (8.19%), and Financial Services (5.81%).
• The funds share exposure to Banks, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Invesco India Midcap Fund (G) holds Prestige Estates Projects Limited (6.19%), BSE Limited (5.88%), The Federal Bank Limited (5.44%), AU Small Finance Bank Limited (5.13%), and Eternal Limited (4.49%), whereas Edelweiss Mid Cap Fund (G) holds Clearing Corporation of India Ltd. (4.15%), Multi Commodity Exchange Of India Ltd. (3.15%), The Federal Bank Ltd. (2.88%), BSE Ltd. (2.65%), and AU Small Finance Bank Ltd. (2.22%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Invesco India Midcap Fund (G) has 99.88% equity and 0.00% debt, while Edelweiss Mid Cap Fund (G) has 94.99% equity and 0.00% debt.
• Invesco India Midcap Fund (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Invesco India Midcap Fund (G) outperformed Edelweiss Mid Cap Fund (G) across all timeframes (3M, 6M, 1Y, 3Y, 5Y), demonstrating consistent performance and resilience in all market cycles. Returns were 1.99% , -3.26% , 6.93% , 23.80% , and 19.81% versus Edelweiss Mid Cap Fund (G)'s 1.21% , -0.47% , 6.44% , 23.12% , and 19.78% .