HDFC Mid vs Invesco India Midcap Fund compare

HDFC Mid-Cap Opportunities Fund - Growth Plan

Invesco India Midcap Fund - Growth Option

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

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Invesco India Midcap Fund - Growth Option
1 Month	0.31%	8.62%
6 Month	20.71%	29.3%
1 Year	47.47%	51.4%
3 Year	30.25%	24.99%
5 Year	30.78%	29.56%

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%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Invesco India Midcap Fund - Growth Option
1 Year	31.42%	28.73%
3 Year	87.81%	75.07%
5 Year	131.47%	115.7%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Invesco India Midcap Fund - Growth Option
Standard Deviation	12.9%	13.27%
Sharp	1.61%	1.23%
Beta	0.85%	0.92%
Alpha	4.63%	0.18%

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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

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

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