HSBC Midcap Fund vs Invesco India Midcap Fund compare

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tortoise-icon Invesco India Midcap Fund - Growth Option

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tortoise-icon HSBC Midcap Fund - Regular Growth

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Chart Comparison

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

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) ₹5625 Cr ₹11768 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 1.82 1.73
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 10.83% 12.76%
6 Month 16.4% 14.53%
1 Year 48.6% 46.22%
3 Year 26.03% 27.22%
5 Year 29.1% 26.59%

SIP Return Analysis

Scheme Name Invesco India Midcap Fund - Growth Option HSBC Midcap Fund - Regular Growth
6 Month - -
1 Year 46.46% 41.74%
3 Year 37.95% 38.23%
5 Year 32.38% 31.08%

Rolling Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option HSBC Midcap Fund - Regular Growth
1 Year 13.8% 16.79%
3 Year 17.68% 15.6%
5 Year 18.59% 16.17%

Risk Management

Scheme Name Invesco India Midcap Fund - Growth Option HSBC Midcap Fund - Regular Growth
Standard Deviation 13.27% 12.61%
Sharp 1.15% 1.33%
Beta 0.89% 0.82%
Alpha 2.51% 1.66%

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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
Fund Manage 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 1.17 0.95
Small Cap 18.86 11.41
Mid Cap 66 66.38
Large Cap 13.97 21.26

Sector Allocation

Scheme Name

Invesco India Midcap Fund - Growth Option

HSBC Midcap Fund - Regular Growth

Others 1.17 0.95
Realty 7.78 6.99
Industrial Products 9.16 6.99
Auto Components 7.58 0.1
Healthcare Services 6.77 2.24
Retailing 9.78 9.12
Insurance 4.71 -
Consumer Durables 8.24 8.98
Leisure Services 5.6 2.29
Pharmaceuticals & Biotechnology 6.61 4.86
Capital Markets 3.61 7.86
Finance 5.98 4.49
Banks 4.53 2.25
Ferrous Metals 1.34 0.19
IT - Software 6.45 4.07
Telecom - Services 1.38 0.31
Electrical Equipment 2.4 19.32
Transport Services 2.48 -
Cement & Cement Products 2.89 0.15
Industrial Manufacturing 1.54 1.55
Construction - 0.2
IT - Services - 0.19
Paper, Forest & Jute Products - 1.08
Aerospace & Defense - 3.28
Chemicals & Petrochemicals - 0.04
Power - 6.19
Cigarettes & Tobacco Products - 1.95
Financial Technology (Fintech) - 2.85
Automobiles - 1.2
Beverages - 0.31

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