Invesco India Midcap Fund vs HDFC Mid compare
HDFC Mid-Cap Opportunities Fund - Growth Plan
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
---|---|---|
Fund | HDFC Mid-Cap Opportunities Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹73510 Cr | ₹5645 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Jun 2007 | 19 Apr 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
Turn Over | 14.6% | 70% |
Expense Ratio | 1.39 | 1.8 |
Manager | Dhruv Muchhal | Aditya Khemani |
ISIN Code | INF179K01CR2 | INF205K01BC9 |
Exits Load | HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Month | 6.7% | 7.74% |
6 Month | -11.13% | -11.3% |
1 Year | 10.65% | 18.52% |
3 Year | 24.08% | 21.33% |
5 Year | 34.75% | 31.19% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | -6.14% | -6.46% |
1 Year | -8.3% | -4.54% |
3 Year | 22.55% | 24.06% |
5 Year | 25.67% | 23.95% |
Rolling Lumpsum Returns
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Year | 15.63% | 14.1% |
3 Year | 19.73% | 18.13% |
5 Year | 19.19% | 18.76% |
Risk Management
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
---|---|---|
Standard Deviation | 15.301% | 13.27% |
Sharp | 1.022% | 0.79% |
Beta | 0.855% | 0.92% |
Alpha | 4.384% | 1.17% |
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Fund Managers
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
---|---|---|
Name | Dhruv Muchhal | Aditya Khemani |
Total AUM | ₹520687 Cr | ₹12070 Cr |
Funds Managed | 40 | 3 |
HDFC Mid-Cap Opportunities Fund - Growth Plan | Invesco India Midcap Fund - Growth Option |
Market Cap
Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 8.07 | 1.7 |
Mid Cap | 65.07 | 64.78 |
Large Cap | 5.88 | 12.59 |
Small Cap | 20.98 | 20.92 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 8.07 | 0.72 |
Basic Materials | 6.21 | 9.5 |
Consumer Defensive | 4.23 | - |
Consumer Cyclical | 17.51 | 20.76 |
Financial Services | 24.44 | 22.9 |
Healthcare | 11.93 | 16.35 |
Industrials | 10.38 | 10.14 |
Communication Services | 3.05 | 1.69 |
Energy | 2.69 | - |
Utilities | 1.37 | - |
Technology | 10.11 | 10.8 |
Real Estate | - | 7.14 |
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