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HDFC Mid vs Invesco India Midcap Fund compare

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tortoise-icon HDFC Mid-Cap Opportunities Fund - Growth Plan

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tortoise-icon Invesco India Midcap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Invesco India Midcap Fund - Growth Option
Fund HDFC Mid-Cap Opportunities Fund - Growth Plan Invesco India Midcap Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹73510 Cr ₹5645 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 Opportunities Fund - Growth Plan Invesco India Midcap Fund - Growth Option
1 Month 7.2% 6.53%
6 Month -5.87% -4.89%
1 Year 10.33% 17.03%
3 Year 26.66% 25.28%
5 Year 33.32% 29.86%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Invesco India Midcap Fund - Growth Option
6 Month -0.23% -0.73%
1 Year -5.28% -3.41%
3 Year 21.15% 22.86%
5 Year 24.16% 22.74%

Rolling Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Invesco India Midcap Fund - Growth Option
1 Year 15.63% 14.1%
3 Year 19.73% 18.13%
5 Year 19.19% 18.76%

Risk Management

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Invesco India Midcap Fund - Growth Option
Standard Deviation 15.301% 13.27%
Sharp 1.022% 0.96%
Beta 0.855% 0.92%
Alpha 4.384% 1.87%

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Fund Managers

Scheme Name HDFC Mid-Cap Opportunities 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 Opportunities Fund - Growth Plan Invesco India Midcap Fund - Growth Option

Market Cap

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

Invesco India Midcap Fund - Growth Option

Others 8.07 0.18
Mid Cap 65.07 65.04
Large Cap 5.88 13.12
Small Cap 20.98 21.66

Sector Allocation

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

Invesco India Midcap Fund - Growth Option

Others 8.07 0.18
Basic Materials 6.21 -
Consumer Defensive 4.23 -
Consumer Cyclical 17.51 -
Financial Services 24.44 -
Healthcare 11.93 -
Industrials 10.38 -
Communication Services 3.05 -
Energy 2.69 -
Utilities 1.37 -
Technology 10.11 -
Industrial Products - 5.84
Retailing - 6.83
Auto Components - 3.78
Healthcare Services - 11.3
Realty - 6.9
Insurance - 6.11
Consumer Durables - 5.6
Leisure Services - 4.91
Pharmaceuticals & Biotechnology - 7.09
Electrical Equipment - 2.87
Capital Markets - 7.14
Finance - 7.51
Banks - 4.17
Ferrous Metals - 3.08
IT - Software - 5.77
Chemicals & Petrochemicals - 1.09
Telecom - Services - 1.79
Transport Services - 3.05
Cement & Cement Products - 3.68
Industrial Manufacturing - 1.31

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