HDFC Mid vs Invesco India Midcap Fund compare

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tortoise-icon HDFC Mid-Cap Opportunities Fund - Growth Plan

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tortoise-icon Invesco India Midcap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Invesco India Midcap Fund - Growth Option
Fund HDFC Mid-Cap Opportunities Fund - Growth Plan Invesco India Midcap Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹70563 Cr ₹5216 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 1.41 1.85
Manager Dhruv Muchhal Aditya Khemani
ISIN Code INF179K01CR2 INF205K01BC9
Exits Load Exit load of 1% if redeemed within 1 year./365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Invesco India Midcap Fund - Growth Option
1 Month 0.31% -5.68%
6 Month 20.71% 19.89%
1 Year 47.47% 54.73%
3 Year 30.25% 22.75%
5 Year 30.78% 27.09%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Invesco India Midcap Fund - Growth Option
6 Month - -
1 Year 20.42% 23.2%
3 Year 61.3% 53.33%
5 Year 122.32% 103.01%

Rolling Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Invesco India Midcap Fund - Growth Option
1 Year 15.3% 13.93%
3 Year 19.41% 17.71%
5 Year 18.84% 18.54%

Risk Management

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Invesco India Midcap Fund - Growth Option
Standard Deviation 12.9% 13.27%
Sharp 1.61% 1.27%
Beta 0.85% 0.91%
Alpha 4.63% 2.71%

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Fund Managers

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Invesco India Midcap Fund - Growth Option
Name Dhruv Muchhal Aditya Khemani
Total AUM ₹520687 Cr ₹12070 Cr
Fund Manage 40 3
HDFC Mid-Cap Opportunities Fund - Growth Plan Invesco India Midcap Fund - Growth Option

Market Cap

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

Invesco India Midcap Fund - Growth Option

Others 6.22 4.81
Mid Cap 65.36 63.72
Large Cap 8.77 15.58
Small Cap 19.65 15.89

Sector Allocation

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

Invesco India Midcap Fund - Growth Option

Others 6.22 0.91
Cement & Cement Products 1.59 -
Finance 6.25 -
Healthcare Services 4.47 -
Textiles & Apparels 1.11 -
Banks 10.64 -
Agricultural, Commercial & Construction Vehicles 0.44 -
Leisure Services 4.46 -
Printing & Publication 0.36 -
Pharmaceuticals & Biotechnology 7.51 -
Auto Components 8.7 -
Consumer Durables 5.9 -
Chemicals & Petrochemicals 4.16 -
Petroleum Products 2.34 -
Telecom - Services 2.87 -
Fertilizers & Agrochemicals 0.47 -
Insurance 3.89 1.7
Industrial Products 9.14 -
Agricultural Food & other Products 0.74 -
Media 0.13 -
Gas 0.53 -
Entertainment 0.41 -
IT - Software 7.3 -
Aerospace & Defense 1.17 -
Capital Markets 0.91 -
Construction 2.77 7.57
Financial Technology (Fintech) 1.41 -
Personal Products 0.72 -
Cigarettes & Tobacco Products 0.09 -
Ferrous Metals 2.22 -
Commercial Services & Supplies 1.08 -
Materials - 5.34
Automobile - 9.1
Healthcare - 12.04
Services - 14.95
Consumer Staples - 1.89
Financial - 15.38
Capital Goods - 13.15
Metals & Mining - 2.83
Technology - 3.97
Consumer Discretionary - 3.88
Communication - 2.52
Diversified - 2.29
Energy - 1.47
Textiles - 1.01

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