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 | 7.74% | 8.06% |
6 Month | -11.3% | -16.82% |
1 Year | 18.52% | 7.87% |
3 Year | 21.33% | 18.58% |
5 Year | 31.19% | 27.99% |
SIP Return Analysis
Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | -6.46% | -11.31% |
1 Year | -4.54% | -17.07% |
3 Year | 24.06% | 19.12% |
5 Year | 23.95% | 20.03% |
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 | 0.79% | 0.65% |
Beta | 0.92% | 0.902% |
Alpha | 1.17% | -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 | 1.7 | 0.86 |
Mid Cap | 64.78 | 66.65 |
Large Cap | 12.59 | 20.03 |
Small Cap | 20.92 | 12.46 |
Sector Allocation
Scheme Name |
Invesco India Midcap Fund - Growth Option |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 0.72 | 0.86 |
Industrials | 10.14 | 27.34 |
Consumer Cyclical | 20.76 | 14.07 |
Healthcare | 16.35 | 8.52 |
Real Estate | 7.14 | 4.66 |
Financial Services | 22.9 | 20.07 |
Basic Materials | 9.5 | 1.96 |
Technology | 10.8 | 15.4 |
Communication Services | 1.69 | 0.06 |
Utilities | - | 4.66 |
Consumer Defensive | - | 2.39 |
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