Invesco India Midcap Fund vs HDFC Mid compare

Invesco India Midcap Fund vs HDFC Mid compare

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HDFC Mid-Cap 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 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)	₹84855 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	5.58%	5.12%
6 Month	13.52%	18.42%
1 Year	8.18%	14.96%
3 Year	26.55%	28.12%
5 Year	29.88%	28.54%

SIP Return Analysis

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Invesco India Midcap Fund - Growth Option
6 Month	3.33%	4.32%
1 Year	16.79%	24.72%
3 Year	22.25%	28.47%
5 Year	24.03%	25.55%

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	10.91	8.21
Mid Cap	62.44	55.09
Large Cap	7.87	15.32
Small Cap	18.77	21.38

Sector Allocation

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Invesco India Midcap Fund - Growth Option
Others	6.37	0.32
Basic Materials	5.54	4.47
Consumer Defensive	5.67	-
Consumer Cyclical	17.92	17.8
Financial Services	24.7	31.64
Industrials	10.55	9.75
Communication Services	2.73	1.35
Healthcare	12.55	18.35
Technology	9.82	8.7
Energy	2.9	-
Utilities	1.24	-
Real Estate	-	7.62

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