- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹83105 Cr | ₹8518 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 | 0.26% | 1.11% |
| 6 Month | 17.31% | 23.88% |
| 1 Year | 2% | 6.44% |
| 3 Year | 26.17% | 28.49% |
| 5 Year | 29.38% | 28.02% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 3.1% | 4.37% |
| 1 Year | 16.14% | 24.21% |
| 3 Year | 21.69% | 27.69% |
| 5 Year | 23.59% | 24.97% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 14.73% | 14.41% |
| 3 Year | 20.43% | 18.92% |
| 5 Year | 19.73% | 19.13% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 13.79% | 13.27% |
| Sharp | 1.24% | 1.21% |
| Beta | 0.84% | 0.95% |
| Alpha | 4.00% | 4.1% |
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 | 11.94 | 8.61 |
| Mid Cap | 61.34 | 56.15 |
| Large Cap | 7.84 | 15.84 |
| Small Cap | 18.89 | 19.4 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 6.98 | 0.84 |
| Basic Materials | 5.39 | 5.07 |
| Consumer Defensive | 5.7 | - |
| Consumer Cyclical | 18.41 | 17.28 |
| Financial Services | 24.21 | 30.14 |
| Industrials | 10.63 | 10.13 |
| Communication Services | 2.73 | 1.53 |
| Healthcare | 11.74 | 18.68 |
| Technology | 10.45 | 8.75 |
| Energy | 2.51 | - |
| Utilities | 1.26 | - |
| Real Estate | - | 7.58 |
Top Comparisons
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns7.66%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.61%
ICICI Prudential Value Fund - Growth
3Y Returns22.25%
Tata Value Fund - Regular Plan - Growth Option
3Y Returns20.32%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns18.09%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns21.79%
HDFC Dynamic Debt Fund - Growth Option
3Y Returns7.19%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.16%
