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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) | ₹84855 Cr | ₹8518 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 | 3.34% | 0.65% |
| 6 Month | 11.81% | 13.57% |
| 1 Year | 12.58% | 16.7% |
| 3 Year | 26.04% | 27.05% |
| 5 Year | 28.35% | 26.87% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 3.71% | 3.36% |
| 1 Year | 18.77% | 23.8% |
| 3 Year | 21.56% | 26.94% |
| 5 Year | 23.36% | 24.48% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 14.47% | 14.41% |
| 3 Year | 20.59% | 19.17% |
| 5 Year | 19.95% | 19.21% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 13.86% | 13.27% |
| Sharp | 1.28% | 1.24% |
| Beta | 0.86% | 0.95% |
| Alpha | 3.88% | 3.68% |
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 | 10.91 | 8.21 |
| Mid Cap | 62.44 | 55.09 |
| Large Cap | 7.87 | 15.32 |
| Small Cap | 18.77 | 21.38 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 6.37 | 0.32 |
| Basic Materials | 5.54 | 4.47 |
| Consumer Defensive | 5.67 | - |
| Consumer Cyclical | 17.92 | 17.8 |
| Financial Services | 24.7 | 31.64 |
| Industrials | 10.55 | 9.75 |
| Communication Services | 2.73 | 1.35 |
| Healthcare | 12.55 | 18.35 |
| Technology | 9.82 | 8.7 |
| Energy | 2.9 | - |
| Utilities | 1.24 | - |
| Real Estate | - | 7.62 |
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