- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
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
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) | ₹92169 Cr | ₹10006 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 | -0.58% | -3.76% |
| 6 Month | 2.16% | -2.24% |
| 1 Year | 12.48% | 11.31% |
| 3 Year | 24.96% | 26.03% |
| 5 Year | 24.11% | 21.98% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.27% | -1.16% |
| 1 Year | 15.82% | 12.86% |
| 3 Year | 18.68% | 21.47% |
| 5 Year | 21.71% | 21.62% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 14.3% | 14.33% |
| 3 Year | 20.86% | 19.32% |
| 5 Year | 20.11% | 19.34% |
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 | 12.16 | 10.42 |
| Mid Cap | 63.68 | 54.49 |
| Large Cap | 7.64 | 14.19 |
| Small Cap | 16.51 | 20.89 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 6.97 | 2.01 |
| Basic Materials | 5.07 | 3.63 |
| Consumer Defensive | 5.56 | - |
| Consumer Cyclical | 16.69 | 20.6 |
| Financial Services | 27.28 | 34.71 |
| Industrials | 9.05 | 6.94 |
| Communication Services | 2.76 | 0.44 |
| Healthcare | 12.26 | 17.1 |
| Technology | 10.48 | 6.91 |
| Energy | 2.76 | - |
| Utilities | 1.11 | - |
| Real Estate | - | 7.67 |
Top Comparisons
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns6.42%
Edelweiss Government Securities Fund - Regular Plan - Growth Option
3Y Returns6.19%
Franklin India Opportunities Fund - Growth
3Y Returns29.55%
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
3Y Returns14.28%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns14.89%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns14.89%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.47%
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns7.18%
