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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) ₹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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