All comparisons
Head-to-head
The Wealth Company Mid Cap Fund - Direct Plan - GrowthvsInvesco India Midcap Fund - Direct Plan - Growth
Side-by-side comparison of The Wealth Company Mid Cap Fund - Direct Plan - Growth and Invesco India Midcap Fund - Direct Plan - Growth — 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
The Wealth Company Mid Cap Fund - Direct Plan - Growth
3Y ago—
5Y ago—
mid cap
Invesco India Midcap Fund - Direct Plan - Growth
3Y ago₹1.93 L
5Y ago₹2.58 L
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 | The Wealth Company Mid Cap Fund… | Invesco India Midcap Fund - Dir… |
|---|---|---|
| Fund house | The Wealth Company Mutual Fund | Invesco Mutual Fund |
| Category | Equity Schemes - Mid Cap Fund | Equity Schemes - Mid Cap Fund |
| Latest NAV | ₹9.8757 | ₹242.97 |
| Assets managed (AUM) | — | — |
| 1Y return | — | 12.35% |
| 3Y CAGR | — | 24.52% |
| 5Y CAGR | — | 20.90% |
| Since inception CAGR | -13.01% | 21.13% |
| Bumpiness · 3Y (annualised σ) | — | 17.17 |
| Worst drop ever | -1.72% | -34.09% |
| Sharpe · 3Y (rf=6%) | — | 0.96 |
Explore each fund individually
The Wealth Company Mid Cap Fund - Direct Plan - Growth →Invesco India Midcap Fund - Direct Plan - Growth →
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