Invesco India Midcap Fund vs HSBC Midcap Fund compare

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)	₹5216 Cr	₹11420 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	1.85	1.73
Manager	Aditya Khemani	Venugopal Manghat
ISIN Code	INF205K01BC9	INF917K01254
Exits Load	Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365	Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Scheme Name	Invesco India Midcap Fund - Growth Option	HSBC Midcap Fund - Regular Growth
1 Month	-4.47%	-6.58%
6 Month	15.77%	10.45%
1 Year	43.65%	40.85%
3 Year	21.57%	21.43%
5 Year	26.77%	23.64%

Scheme Name	Invesco India Midcap Fund - Growth Option	HSBC Midcap Fund - Regular Growth
6 Month	-	-
1 Year	35.96%	32.98%
3 Year	33.13%	33.96%
5 Year	29.93%	28.83%

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	1.05%	1.33%
Beta	0.89%	0.82%
Alpha	1.54%	1.66%

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	4.81	0.95
Mid Cap	63.72	66.38
Small Cap	15.89	11.41
Large Cap	15.58	21.26

Scheme Name	Invesco India Midcap Fund - Growth Option	HSBC Midcap Fund - Regular Growth
Others	0.91	0.95
Materials	5.34	-
Automobile	9.1	-
Healthcare	12.04	-
Insurance	1.7	-
Services	14.95	-
Consumer Staples	1.89	-
Financial	15.38	-
Capital Goods	13.15	-
Construction	7.57	0.2
Metals & Mining	2.83	-
Technology	3.97	-
Consumer Discretionary	3.88	-
Communication	2.52	-
Diversified	2.29	-
Energy	1.47	-
Textiles	1.01	-
Finance	-	4.49
IT - Services	-	0.19
Healthcare Services	-	2.24
Pharmaceuticals & Biotechnology	-	4.86
Electrical Equipment	-	19.32
IT - Software	-	4.07
Leisure Services	-	2.29
Paper, Forest & Jute Products	-	1.08
Aerospace & Defense	-	3.28
Realty	-	6.99
Chemicals & Petrochemicals	-	0.04
Capital Markets	-	7.86
Industrial Products	-	6.99
Power	-	6.19
Banks	-	2.25
Ferrous Metals	-	0.19
Consumer Durables	-	8.98
Industrial Manufacturing	-	1.55
Cigarettes & Tobacco Products	-	1.95
Auto Components	-	0.1
Telecom - Services	-	0.31
Retailing	-	9.12
Financial Technology (Fintech)	-	2.85
Automobiles	-	1.2
Cement & Cement Products	-	0.15
Beverages	-	0.31