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HSBC Midcap Fund vs Invesco India 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) | ₹5645 Cr | ₹10753 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 | 7.9% | 7.84% |
| 6 Month | -8.55% | -16.24% |
| 1 Year | 18.4% | 5.38% |
| 3 Year | 21.1% | 18.08% |
| 5 Year | 29.16% | 25.86% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | -2.43% | -6.29% |
| 1 Year | -3.03% | -15.58% |
| 3 Year | 24.23% | 19.03% |
| 5 Year | 23.75% | 19.76% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.1% | 17.31% |
| 3 Year | 18.13% | 15.78% |
| 5 Year | 18.76% | 16.4% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.27% | 17.037% |
| Sharp | 0.8% | 0.65% |
| Beta | 0.93% | 0.902% |
| Alpha | 1.49% | -0.791% |
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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 |
| 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 | 2.1 | 0.86 |
| Mid Cap | 64.75 | 66.65 |
| Large Cap | 13.09 | 20.03 |
| Small Cap | 20.07 | 12.46 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 0.35 | 0.86 |
| Industrials | 9.48 | 27.34 |
| Consumer Cyclical | 19.8 | 14.07 |
| Healthcare | 18.02 | 8.52 |
| Real Estate | 7.12 | 4.66 |
| Financial Services | 23.61 | 20.07 |
| Basic Materials | 9.73 | 1.96 |
| Technology | 10.12 | 15.4 |
| Communication Services | 1.75 | 0.06 |
| Utilities | - | 4.66 |
| Consumer Defensive | - | 2.39 |
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