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) | ₹79718 Cr | ₹6641 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 | 4.57% | 7.13% |
6 Month | 3.31% | 5.03% |
1 Year | 9.54% | 17.3% |
3 Year | 32.98% | 33.36% |
5 Year | 32.74% | 31.09% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | 11.55% | 17.5% |
1 Year | 14.24% | 26.69% |
3 Year | 26.63% | 32.46% |
5 Year | 27.09% | 27.9% |
Rolling Lumpsum Returns
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Year | 15.2% | 14.33% |
3 Year | 20.01% | 18.54% |
5 Year | 19.47% | 18.96% |
Risk Management
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
---|---|---|
Standard Deviation | 15.10% | 13.27% |
Sharp | 1.35% | 1.21% |
Beta | 0.85% | 0.93% |
Alpha | 4.71% | 2.06% |
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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 | 8.07 | 0.06 |
Mid Cap | 65.07 | 66.19 |
Large Cap | 5.88 | 13.49 |
Small Cap | 20.98 | 20.26 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 8.07 | 0.06 |
Basic Materials | 6.21 | - |
Consumer Defensive | 4.23 | - |
Consumer Cyclical | 17.51 | - |
Financial Services | 24.44 | - |
Healthcare | 11.93 | - |
Industrials | 10.38 | - |
Communication Services | 3.05 | - |
Energy | 2.69 | - |
Utilities | 1.37 | - |
Technology | 10.11 | - |
Industrial Products | - | 5.32 |
Retailing | - | 7.83 |
Auto Components | - | 3.5 |
Healthcare Services | - | 10.63 |
Realty | - | 7.88 |
Insurance | - | 6.33 |
Consumer Durables | - | 6.19 |
Leisure Services | - | 4.87 |
Pharmaceuticals & Biotechnology | - | 6.61 |
Electrical Equipment | - | 2.75 |
Capital Markets | - | 8.51 |
Finance | - | 7.43 |
Banks | - | 4.07 |
Ferrous Metals | - | 2.91 |
IT - Software | - | 4.99 |
Telecom - Services | - | 1.97 |
Transport Services | - | 2.99 |
Cement & Cement Products | - | 3.65 |
Industrial Manufacturing | - | 1.51 |
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