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Invesco India Midcap Fund vs HSBC Midcap Fund compare
Invesco India Midcap Fund - Growth Option
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Fund | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹10006 Cr | ₹12549 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Apr 2007 | 09 Aug 2004 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | BSE 150 MidCap Index |
| Turn Over | 70% | 19% |
| Expense Ratio | 1.8 | 1.71 |
| Manager | Aditya Khemani | Venugopal Manghat |
| ISIN Code | INF205K01BC9 | INF917K01254 |
| Exits Load | Invesco India Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.11% | -1.08% |
| 6 Month | 6.04% | 5.33% |
| 1 Year | 5.76% | -4% |
| 3 Year | 26.33% | 23.39% |
| 5 Year | 25.01% | 21.08% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.32% | 1.02% |
| 1 Year | 22.16% | 18.6% |
| 3 Year | 25.34% | 19.91% |
| 5 Year | 23.64% | 19.76% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.41% | 15.76% |
| 3 Year | 19.22% | 16.79% |
| 5 Year | 19.26% | 17.11% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.27% | 16.83% |
| Sharp | 1.25% | 1.00% |
| Beta | 0.95% | 0.98% |
| Alpha | 3.8% | 1.06% |
Fund Managers
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Name | Aditya Khemani | Venugopal Manghat |
| Total AUM | ₹12070 Cr | ₹41442 Cr |
| Funds Managed | 3 | 7 |
| Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
Market Cap
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 8.93 | 10.64 |
| Mid Cap | 55.48 | 57.62 |
| Large Cap | 14.61 | 13.52 |
| Small Cap | 20.98 | 18.23 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 0.56 | 3.14 |
| Industrials | 9.12 | 23.46 |
| Consumer Cyclical | 17 | 14.69 |
| Healthcare | 18.22 | 8.09 |
| Real Estate | 8.42 | 0 |
| Financial Services | 34.12 | 29.92 |
| Technology | 7.23 | 14.07 |
| Basic Materials | 3.95 | 0.24 |
| Communication Services | 1.39 | 1.59 |
| Utilities | - | 0.04 |
| Consumer Defensive | - | 4.77 |
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