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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) | ₹92169 Cr | ₹10006 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 | 0.43% | -2.21% |
| 6 Month | 1.86% | -2.5% |
| 1 Year | 11.76% | 10.28% |
| 3 Year | 25.36% | 26.47% |
| 5 Year | 24.56% | 22.31% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 1.82% | -2.78% |
| 1 Year | 15.74% | 10.18% |
| 3 Year | 18.71% | 20.68% |
| 5 Year | 21.86% | 21.34% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 14.3% | 14.33% |
| 3 Year | 20.86% | 19.32% |
| 5 Year | 20.11% | 19.34% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 12.9% | 13.27% |
| Sharp | 1.32% | 1.21% |
| Beta | 0.86% | 0.96% |
| Alpha | 3.32% | 2.88% |
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 | 12.16 | 10.42 |
| Mid Cap | 63.68 | 54.49 |
| Large Cap | 7.64 | 14.19 |
| Small Cap | 16.51 | 20.89 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 6.97 | 2.01 |
| Basic Materials | 5.07 | 3.63 |
| Consumer Defensive | 5.56 | - |
| Consumer Cyclical | 16.69 | 20.6 |
| Financial Services | 27.28 | 34.71 |
| Industrials | 9.05 | 6.94 |
| Communication Services | 2.76 | 0.44 |
| Healthcare | 12.26 | 17.1 |
| Technology | 10.48 | 6.91 |
| Energy | 2.76 | - |
| Utilities | 1.11 | - |
| Real Estate | - | 7.67 |
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