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Invesco India Midcap Fund vs HDFC Mid 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) | ₹89383 Cr | ₹9320 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 | -0.5% | -0.23% |
| 6 Month | 3.93% | 3.55% |
| 1 Year | 3.15% | 4.23% |
| 3 Year | 24.41% | 25.84% |
| 5 Year | 25.59% | 24.78% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 4.37% | 2.5% |
| 1 Year | 20.93% | 22.2% |
| 3 Year | 21.3% | 25.6% |
| 5 Year | 23.21% | 23.79% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 14.41% | 14.41% |
| 3 Year | 20.66% | 19.22% |
| 5 Year | 20% | 19.26% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 13.85% | 13.27% |
| Sharp | 1.25% | 1.25% |
| Beta | 0.86% | 0.95% |
| Alpha | 3.57% | 3.8% |
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 | 11.57 | 8.93 |
| Mid Cap | 63.25 | 55.48 |
| Large Cap | 7.66 | 14.61 |
| Small Cap | 17.53 | 20.98 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 6.72 | 0.56 |
| Basic Materials | 5.26 | 3.95 |
| Consumer Defensive | 5.46 | - |
| Consumer Cyclical | 17.37 | 17 |
| Financial Services | 26.05 | 34.12 |
| Industrials | 9.54 | 9.12 |
| Communication Services | 2.97 | 1.39 |
| Healthcare | 12.3 | 18.22 |
| Technology | 10.16 | 7.23 |
| Energy | 2.96 | - |
| Utilities | 1.21 | - |
| Real Estate | - | 8.42 |
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