Archive · 12 Jun 2025
Edelweiss vs. Invesco: A Mid-Cap Fund Performance Comparison
Two mid-cap funds, Edelweiss and Invesco India, are compared.
Edelweiss, started in 2007, focuses on mid-sized companies and has done well over time.
Invesco, also started in 2007, invests in mid-sized companies too.
Edelweiss currently has a higher allocation to mid-caps.
Both have shown good returns and are considered well-diversified, aiming to grow your money over the long term.
They are best for investors comfortable with some risk, looking at at least 5-7 year timeframes.
Edelweiss and Invesco India Midcap Funds are compared, focusing on risk, return, and portfolio strategies.
Edelweiss Mid Cap Fund was launched in December 2007 and Invesco India Midcap Fund in April 2007.
Edelweiss Mid Cap Fund has a higher allocation to mid-caps while Invesco India Midcap Fund has a lower one.
Edelweiss Mid Cap Fund's 1-year return lead over the benchmark was 8-11%.
Both funds have a diversified portfolio with robust risk-return profiles.
- Who
- Investors interested in mid-cap funds.
- What
- Comparison of Edelweiss Mid Cap Fund and Invesco India Midcap Fund.
- When
- Returns and performance data as of June 4, 2025, with some historical data.
- Where
- N/A
- Why
- To analyze and compare the performance, risk, and portfolio strategies of the two funds.
Investors prioritizing portfolio diversification
Investors prioritizing long-term returns
Concentration vs Diversification
Investors prioritizing portfolio diversification
Favor Invesco's slightly higher concentration with a view to potentially generating higher returns in market rallies
Investors prioritizing long-term returns
Both funds maintain a well diversified portfolio.
- Funds Compared
- Edelweiss Mid Cap Fund vs. Invesco India Midcap Fund
- Edelweiss Inception Date
- December 26, 2007
- Invesco Inception Date
- April 19, 2007
- Edelweiss 1-Year Return Lead
- 8-11% over benchmark
- Edelweiss 3-Year CAGR
- 26.62%
- Invesco 3-Year CAGR
- 25.47%
- Risk Level
- High
