HSBC Midcap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
HSBC Midcap Fund - Regular Growth
Chart Comparison
| 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) | ₹5216 Cr | ₹11420 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 | 1.85 | 1.73 |
| Manager | Aditya Khemani | Venugopal Manghat |
| ISIN Code | INF205K01BC9 | INF917K01254 |
| Exits Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption 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 | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.26% | 3.72% |
| 6 Month | 26.08% | 26.52% |
| 1 Year | 56.02% | 60.43% |
| 3 Year | 24.56% | 25.49% |
| 5 Year | 29.43% | 26.87% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 23.2% | 24.45% |
| 3 Year | 53.33% | 55.97% |
| 5 Year | 103.01% | 97.55% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 28.73% | 26.79% |
| 3 Year | 75.07% | 70.32% |
| 5 Year | 115.7% | 108.92% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.27% | 12.61% |
| Sharp | 1.27% | 1.33% |
| Beta | 0.89% | 0.82% |
| Alpha | 2.17% | 1.66% |
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| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Name | Aditya Khemani | Venugopal Manghat |
| Total AUM | ₹12070 Cr | ₹41442 Cr |
| Fund Manage | 3 | 7 |
| Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 4.81 | 3.86 |
| Mid Cap | 63.72 | 62.9 |
| Small Cap | 15.89 | 17.73 |
| Large Cap | 15.58 | 15.51 |
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 0.91 | 1.21 |
| Materials | 5.34 | 1.31 |
| Automobile | 9.1 | 5.11 |
| Healthcare | 12.04 | 8.04 |
| Insurance | 1.7 | - |
| Services | 14.95 | 13.3 |
| Consumer Staples | 1.89 | 2.85 |
| Financial | 15.38 | 14.88 |
| Capital Goods | 13.15 | 24.9 |
| Construction | 7.57 | 10.57 |
| Metals & Mining | 2.83 | 4.47 |
| Technology | 3.97 | 3.88 |
| Consumer Discretionary | 3.88 | 2.18 |
| Communication | 2.52 | 0.76 |
| Diversified | 2.29 | 1.21 |
| Energy | 1.47 | 4.85 |
| Textiles | 1.01 | - |
| Chemicals | - | 0.48 |
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