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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) | ₹83105 Cr | ₹8062 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 | 3.08% | 2.51% |
| 6 Month | 20.35% | 28.47% |
| 1 Year | 1.76% | 7.7% |
| 3 Year | 25.17% | 27.6% |
| 5 Year | 28.57% | 27.57% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 5.13% | 7.06% |
| 1 Year | 15.05% | 23.07% |
| 3 Year | 22.66% | 28.62% |
| 5 Year | 24.25% | 25.52% |
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 | 13.84% | 13.27% |
| Sharp | 1.20% | 1.2% |
| Beta | 0.83% | 0.95% |
| Alpha | 4.36% | 4.69% |
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 | 11.94 | 8.61 |
| Mid Cap | 61.34 | 56.15 |
| Large Cap | 7.84 | 15.84 |
| Small Cap | 18.89 | 19.4 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 6.98 | 0.84 |
| Basic Materials | 5.39 | 5.07 |
| Consumer Defensive | 5.7 | - |
| Consumer Cyclical | 18.41 | 17.28 |
| Financial Services | 24.21 | 30.14 |
| Industrials | 10.63 | 11.33 |
| Communication Services | 2.73 | 1.53 |
| Healthcare | 11.74 | 18.68 |
| Technology | 10.45 | 7.55 |
| Energy | 2.51 | - |
| Utilities | 1.26 | - |
| Real Estate | - | 7.58 |
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