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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) | ₹92642 Cr | ₹10296 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 |
| 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 | -1.36% | -5.91% |
| 6 Month | 2.82% | -3.79% |
| 1 Year | 15.4% | 15.16% |
| 3 Year | 25.75% | 25.89% |
| 5 Year | 24.9% | 22.08% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | -0.9% | -7.59% |
| 1 Year | 7.6% | -2.67% |
| 3 Year | 16.56% | 16.84% |
| 5 Year | 20.88% | 19.38% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 14.19% | 14.31% |
| 3 Year | 20.87% | 19.38% |
| 5 Year | 20.13% | 19.35% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 12.9% | 13.27% |
| Sharp | 1.32% | 1.21% |
| Beta | 0.86% | 0.96% |
| Alpha | 3.32% | 2.88% |
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 | 12.55 | 12.12 |
| Mid Cap | 63.87 | 52.85 |
| Large Cap | 7.51 | 14.94 |
| Small Cap | 16.07 | 20.09 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 7.09 | 2.5 |
| Basic Materials | 4.98 | 3.74 |
| Consumer Defensive | 5.82 | - |
| Consumer Cyclical | 16.33 | 19.69 |
| Financial Services | 27.51 | 33.81 |
| Industrials | 9.6 | 8.13 |
| Communication Services | 2.77 | 0.31 |
| Healthcare | 12.04 | 18.14 |
| Technology | 9.79 | 6.39 |
| Energy | 2.99 | - |
| Utilities | 1.07 | - |
| Real Estate | - | 7.29 |
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