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Home>Mutual Funds>Compare L&T Midcap Fund Direct Growth with Invesco India Mid Cap Fund Direct Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

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L&T Midcap Fund Direct Growth

Equity
Mid Cap
2.0star
INVEST NOW
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Invesco India Mid Cap Fund Direct Growth

Equity
Mid Cap
4.0star
INVEST NOW
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L&T Midcap Fund Direct Growth

(55.0%)

Invesco India Mid Cap Fund Direct Growth

(68.8%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.70%0.79%-
NAV₹230.0 (27-Oct-2021)₹102.0 (27-Oct-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹7,082Cr₹1,995Cr-
Returns
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1Y
55.0%
68.8%
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3Y
21.2%
28.1%
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5Y
15.9%
19.9%
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Pros & Cons
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Pros
1. 3Y annualised returns higher than category average by 4.01%
2. Lower expense ratio: 0.7%
1. 3Y and 5Y annualised returns higher than category average
2. Higher alpha: 2.55 The fund has generated returns higher than benchmark - NIFTY Midcap 100 TRI - in the last 3Y
3. Lower expense ratio: 0.79%
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Cons
1. Higher AUM: 7081Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y and 5Y annualised returns lower than category average
3. Low rating: 2
1. 1Y annualised returns lower than category average by 2.45%
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Holding Analysis

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Top 5
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-
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Top 20
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-
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P/E
-
-
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P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
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Top Holdings

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Top 10 Holdings
Name
Assets
Mphasis Ltd.
6.0%
Emami Ltd.
5.0%
Godrej Properties Ltd.
3.3%
Ipca Laboratories Ltd.
3.2%
Bayer CropScience Ltd.
3.2%
Blue Dart Express Ltd.
2.9%
Ratnamani Metals & Tubes Ltd.
2.8%
Cummins India Ltd.
2.7%
Sundaram Finance Ltd.
2.6%
Birlasoft Ltd.
2.6%
Name
Assets
Mphasis Ltd.
4.0%
Persistent Systems Ltd.
3.7%
Bharat Electronics Ltd.
3.6%
Balkrishna Industries Ltd.
3.5%
Voltas Ltd.
3.4%
Sundram Fasteners Ltd.
3.2%
Minda Industries Ltd.
3.0%
Craftsman Automation Ltd.
2.9%
PNC Infratech Ltd.
2.9%
JB Chemicals & Pharmaceuticals Ltd.
2.9%
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Fund Manager
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Name
Venugopal Manghat
Pranav Gokhale
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Education
Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
Mr. Gokhale is a Chartered Accountant & holds M.Com degree.
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Experience
Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.
Prior to joining Invesco Mutual Fund, he has worked with IL&FS, ICICI Direct, Rosy Blue Securities Pvt. Ltd., and International Ship Repair LLC Fujairiah.
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About Fund
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Description

L&T Mutual Fund started their mutual fund on 03/01/1997 and its managing total assets of ₹52,749 Cr. Its ranked at 12 as per total assets at end of 30th Sep 2017.

Invesco Mutual Fund started their mutual fund on 24/07/2006 and its managing total assets of ₹25,182 Cr. Its ranked at 16 as per total assets at end of 30th Sep 2017.

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Launch Date

03 Jan 1997

24 Jul 2006

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Custodian

Citibank NA

Deutsche Bank

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Registrar & Transfer Agent

Cams

KFin Tech

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