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) | ₹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 |
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | -8.74% | -11.24% |
| 6 Month | 3.04% | -1.6% |
| 1 Year | 27.09% | 21.78% |
| 3 Year | 20.77% | 20.69% |
| 5 Year | 24.61% | 20.98% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 19.27% | 9.34% |
| 3 Year | 30.45% | 28.41% |
| 5 Year | 28.13% | 25.71% |
| 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% |
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.27% | 12.61% |
| Sharp | 1.12% | 1.33% |
| Beta | 0.88% | 0.82% |
| Alpha | 3.06% | 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 | 1.17 | 1.7 |
| Small Cap | 18.86 | 12.79 |
| Mid Cap | 66 | 67.03 |
| Large Cap | 13.97 | 18.48 |
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 1.17 | 1.7 |
| Realty | 7.78 | 6.6 |
| Industrial Products | 9.16 | 6.1 |
| Auto Components | 7.58 | - |
| Healthcare Services | 6.77 | 2.8 |
| Retailing | 9.78 | 8.3 |
| Insurance | 4.71 | - |
| Consumer Durables | 8.24 | 10.2 |
| Leisure Services | 5.6 | 1.69 |
| Pharmaceuticals & Biotechnology | 6.61 | 3.69 |
| Capital Markets | 3.61 | 11 |
| Finance | 5.98 | 1.2 |
| Banks | 4.53 | 2.36 |
| Ferrous Metals | 1.34 | - |
| IT - Software | 6.45 | 4.61 |
| Telecom - Services | 1.38 | 0.05 |
| Electrical Equipment | 2.4 | 20.5 |
| Transport Services | 2.48 | - |
| Cement & Cement Products | 2.89 | 0.14 |
| Industrial Manufacturing | 1.54 | 1.74 |
| IT - Services | - | 0.04 |
| Paper, Forest & Jute Products | - | 1.42 |
| Aerospace & Defense | - | 3.59 |
| Chemicals & Petrochemicals | - | 0.03 |
| Power | - | 4.95 |
| Cigarettes & Tobacco Products | - | 1.63 |
| Financial Technology (Fintech) | - | 3.74 |
| Automobiles | - | 0.92 |
| Commercial Services & Supplies | - | 0.51 |
| Beverages | - | 0.49 |
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