Invesco India Mid Cap Fund vs Edelweiss Mid Cap Fund
Invesco India Mid Cap Fund (Direct) and Edelweiss Mid Cap Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Mid Cap Fund schemes — see the best mid cap mutual funds for the full ranking.
Head to head
NAVs as of 08 Oct 2026
Growth of ₹100 (rebased over the selected window)
Common period 28 Nov 2016 – 08 Oct 2026, limited by Edelweiss Mid Cap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one. Nifty Midcap 150 TRI history starts 14 Jan 2019, so that benchmark is not plotted over this window — pick a shorter range to see it.
View as table
| Date | Invesco India Mid Cap Fund | Edelweiss Mid Cap Fund |
|---|---|---|
| 28 Nov 2016 | ₹100.00 | ₹100.00 |
| 24 Sep 2017 | ₹124.82 | ₹128.11 |
| 21 Jul 2018 | ₹133.27 | ₹136.59 |
| 17 May 2019 | ₹132.88 | ₹126.83 |
| 12 Mar 2020 | ₹136.06 | ₹122.26 |
| 06 Jan 2021 | ₹190.68 | ₹185.65 |
| 03 Nov 2021 | ₹266.49 | ₹271.22 |
| 30 Aug 2022 | ₹264.95 | ₹281.48 |
| 26 Jun 2023 | ₹302.04 | ₹311.43 |
| 21 Apr 2024 | ₹403.37 | ₹427.72 |
| 15 Feb 2025 | ₹454.28 | ₹472.07 |
| 12 Dec 2025 | ₹582.23 | ₹577.69 |
| 08 Oct 2026 | ₹590.92 | ₹572.03 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
- 23 stocks only in Invesco India Mid Cap Fund
- 18 stocks in both — 21.5% of each portfolio by weight
- 79 stocks only in Edelweiss Mid Cap Fund
The more the circles overlap, the more the funds hold the same stocks.
Invesco India Mid Cap Fund and Edelweiss Mid Cap Fund share 22% of their equity book by weight.
Shared holdings — Invesco India Mid Cap Fund vs Edelweiss Mid Cap Fund
| Stock | Invesco India Mid Cap Fund | Edelweiss Mid Cap Fund | |
|---|---|---|---|
| The Federal Bank Limited | 6.10% | 3.91% | 3.91% |
| BSE Limited | 3.28% | 2.07% | 2.07% |
| L&T Finance Limited | 4.05% | 1.62% | 1.62% |
| AU Small Finance Bank Limited | 4.13% | 1.57% | 1.57% |
| Bharat Forge Limited | 1.89% | 1.51% | 1.51% |
| Dixon Technologies (India) Limited | 1.48% | 1.57% | 1.48% |
| Prestige Estates Projects Limited | 7.41% | 1.31% | 1.31% |
| Max Healthcare Institute Limited | 6.63% | 1.31% | 1.31% |
| Max Financial Services Limited | 3.13% | 1.22% | 1.22% |
| The Phoenix Mills Limited | 1.17% | 1.44% | 1.17% |
| JK Cement Limited | 2.61% | 1.05% | 1.05% |
| Torrent Power Limited | 1.80% | 0.82% | 0.82% |
| FSN E-Commerce Ventures Limited | 2.25% | 0.71% | 0.71% |
| Craftsman Automation Limited | 1.04% | 0.65% | 0.65% |
| SRF Limited | 2.31% | 0.47% | 0.47% |
3 more stocks in common. 18 shared of 41 / 97 positions. Weights are shown as a share of each fund's equity book.
| Metric | Invesco · Direct NAV ₹226.44 Very High risk ★★★★★ | Edelweiss · Direct NAV ₹120.47 Very High risk ★★★★★ | Category median Mid Cap Fund · 34 funds |
|---|---|---|---|
| +4.12%Best in row | +1.88% | +2.22% | |
| +21.30%Best in row | +18.79% | +15.03% | |
| +17.55%Best in row | +16.14% | +13.51% | |
| +18.51% | — | +15.46% | |
| +20.34% | +19.35% | +17.51% | |
| +18.96%Best in row | +16.32% | — | |
| +21.50% | +22.68%Best in row | +20.11% | |
| +20.35% | +23.49%Best in row | +19.00% | |
| +20.64% | — | +18.43% | |
| Risk | |||
| 17.25% | 16.70%Best in row | 16.23% | |
| 0.86Best in row | 0.74 | 0.54 | |
| 1.20Best in row | 1.00 | 0.73 | |
| -34.09% | -39.21% | -32.95% | |
| +7.23%Best in row | +5.01% | +2.15% | |
| 1.02 | 0.96 | 0.95 | |
| 120.9%Best in row | 106.9% | 98.6% | |
| 97.4% | 87.0%Best in row | 89.7% | |
| 0.76% | 0.68%Best in row | 0.94% | |
| ₹15,234Cr | ₹19,084Cr | ₹7,559Cr | |
| ₹500 | ₹100 | — | |
| 29% | 37% | 63% | |
| Aditya Khemani · 2.9y | Trideep Bhattacharya · 5y | — | |
| 02 Jan 2013 | 28 Nov 2016 | — | |
| 41 | 98 | — | |
| 49.7% | 22.3% | — | |
| 1.9% | 4.7% | — | |
4 rows carry the same value for every fund — show
- Benchmark
- Nifty Midcap 150 TRI
- Exit load
- Up to 1.00%
- Lock-in
- None
- Min lumpsum
- ₹100
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Invesco India Mid Cap Fund or Edelweiss Mid Cap Fund?
Over the last 3 years, Invesco India Mid Cap Fund returned +21.30% CAGR against Edelweiss Mid Cap Fund's +18.79%, computed from AMFI NAV history. Over 5 years: Invesco India Mid Cap Fund +17.55% vs Edelweiss Mid Cap Fund +16.14% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — Invesco India Mid Cap Fund or Edelweiss Mid Cap Fund?
Edelweiss Mid Cap Fund has the lower expense ratio: Invesco India Mid Cap Fund charges 0.76% a year against Edelweiss Mid Cap Fund's 0.68%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Invesco India Mid Cap Fund or Edelweiss Mid Cap Fund?
Invesco India Mid Cap Fund has shown higher volatility (+17.25% annualized vs Edelweiss Mid Cap Fund's +16.70%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Invesco India Mid Cap Fund -20.07% vs Edelweiss Mid Cap Fund -20.06%.
Which fund manages more money — Invesco India Mid Cap Fund or Edelweiss Mid Cap Fund?
Edelweiss Mid Cap Fund is the larger fund: Invesco India Mid Cap Fund manages ₹15,234Cr against Edelweiss Mid Cap Fund's ₹19,084Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Invesco India Mid Cap Fund and Edelweiss Mid Cap Fund in the same category?
Yes — both are Mid Cap Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.