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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) | ₹83847 Cr | ₹7802 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 | -1.5% | 0.62% |
| 6 Month | 14.07% | 23% |
| 1 Year | 4.49% | 15.36% |
| 3 Year | 26.25% | 28.67% |
| 5 Year | 29.12% | 28.61% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 5.15% | 9.97% |
| 1 Year | 8.58% | 20.1% |
| 3 Year | 22.07% | 28.94% |
| 5 Year | 24.13% | 25.81% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 14.93% | 14.54% |
| 3 Year | 20.25% | 18.76% |
| 5 Year | 19.59% | 19.05% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 13.79% | 13.27% |
| Sharp | 1.39% | 1.33% |
| Beta | 0.83% | 0.94% |
| Alpha | 4.66% | 4.04% |
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 | 12.06 | 8.19 |
| Mid Cap | 61.58 | 59.02 |
| Large Cap | 7.16 | 12.26 |
| Small Cap | 19.2 | 20.53 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 7.22 | 1.92 |
| Basic Materials | 5.74 | 5.42 |
| Consumer Defensive | 5.12 | - |
| Consumer Cyclical | 18.34 | 16.17 |
| Financial Services | 24.14 | 29.43 |
| Industrials | 10.31 | 10.06 |
| Communication Services | 2.93 | 1.65 |
| Healthcare | 12 | 19.75 |
| Technology | 10.2 | 7.74 |
| Energy | 2.77 | - |
| Utilities | 1.24 | - |
| Real Estate | - | 7.86 |
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