All comparisons
Head-to-head
Invesco India Midcap Fund - Direct Plan - GrowthvsJM Mid Cap Fund - Direct Plan - Growth Option
Side-by-side comparison of Invesco India Midcap Fund - Direct Plan - Growth and JM Mid Cap Fund - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
mid cap
Invesco India Midcap Fund - Direct Plan - Growth
3Y ago₹1.93 L
5Y ago₹2.58 L
mid cap
JM Mid Cap Fund - Direct Plan - Growth Option
3Y ago₹1.71 L
5Y ago—
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Invesco India Midcap Fund - Dir… | JM Mid Cap Fund - Direct Plan -… |
|---|---|---|
| Fund house | Invesco Mutual Fund | JM Financial Mutual Fund |
| Category | Equity Schemes - Mid Cap Fund | Equity Schemes - Mid Cap Fund |
| Latest NAV | ₹242.97 | ₹22.76 |
| Assets managed (AUM) | — | — |
| 1Y return | 12.35% | 13.30% |
| 3Y CAGR | 24.52% | 19.54% |
| 5Y CAGR | 20.90% | — |
| Since inception CAGR | 21.13% | 24.21% |
| Bumpiness · 3Y (annualised σ) | 17.17 | 17.89 |
| Worst drop ever | -34.09% | -22.54% |
| Sharpe · 3Y (rf=6%) | 0.96 | 0.69 |
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