HDFC Mid vs Invesco India Midcap Fund compare
HDFC Mid-Cap Fund - Growth Plan
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
---|---|---|
Fund | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹84061 Cr | ₹7406 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Jun 2007 | 19 Apr 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
Turn Over | 14.6% | 70% |
Expense Ratio | 1.39 | 1.8 |
Manager | Dhruv Muchhal | Aditya Khemani |
ISIN Code | INF179K01CR2 | INF205K01BC9 |
Exits Load | HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Month | -2.9% | -2.19% |
6 Month | 7.42% | 14.47% |
1 Year | 0.85% | 11.36% |
3 Year | 26.48% | 27.57% |
5 Year | 30.93% | 29.01% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | 8.49% | 13.66% |
1 Year | 12.99% | 24.5% |
3 Year | 25.04% | 31.19% |
5 Year | 26.06% | 27.17% |
Rolling Lumpsum Returns
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Year | 14.93% | 14.54% |
3 Year | 20.25% | 18.76% |
5 Year | 19.59% | 19.05% |
Risk Management
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
---|---|---|
Standard Deviation | 14.61% | 13.27% |
Sharp | 1.60% | 1.51% |
Beta | 0.85% | 0.93% |
Alpha | 4.88% | 3.42% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
---|---|---|
Name | Dhruv Muchhal | Aditya Khemani |
Total AUM | ₹520687 Cr | ₹12070 Cr |
Funds Managed | 40 | 3 |
HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
Market Cap
Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 12.45 | 6.58 |
Mid Cap | 62.14 | 60.53 |
Large Cap | 5.61 | 14.91 |
Small Cap | 19.81 | 17.98 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 7.15 | 1 |
Basic Materials | 7.04 | 5.97 |
Consumer Defensive | 4.33 | - |
Consumer Cyclical | 17.44 | 17.09 |
Financial Services | 25.63 | 26.6 |
Industrials | 9.8 | 12.25 |
Communication Services | 2.88 | 1.86 |
Healthcare | 10.43 | 18.98 |
Technology | 11.08 | 8.31 |
Energy | 2.89 | - |
Utilities | 1.31 | - |
Real Estate | - | 7.93 |
Top Comparisons
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns20.36%
Axis Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns17.85%
Franklin India Corporate Debt Fund - Growth
3Y Returns7.64%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.76%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns19.09%
Quant Multi Cap Fund-Growth
3Y Returns13.4%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns9.62%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns11%