HDFC Mid vs Invesco India Midcap Fund compare

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HDFC Mid-Cap Opportunities Fund - Growth Plan

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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

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%

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%

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%

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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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

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

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