Invesco India Midcap Fund vs HSBC Midcap Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Midcap Fund - Growth Option

Invest Now

tortoise-icon HSBC Midcap Fund - Regular Growth

Invest Now

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) ₹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

Trailing Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option HSBC Midcap Fund - Regular Growth
1 Month 8.24% 8.64%
6 Month 13.68% 10.33%
1 Year 45.13% 40.86%
3 Year 25.52% 26.13%
5 Year 28.43% 25.43%

SIP Return Analysis

Scheme Name Invesco India Midcap Fund - Growth Option HSBC Midcap Fund - Regular Growth
6 Month - -
1 Year 42.39% 35.53%
3 Year 36.98% 36.6%
5 Year 32.03% 30.36%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Invesco India Midcap Fund - Growth Option HSBC Midcap Fund - Regular Growth
Standard Deviation 13.27% 12.61%
Sharp 1.15% 1.33%
Beta 0.89% 0.82%
Alpha 2.51% 1.66%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 1.17 0.95
Small Cap 18.86 11.41
Mid Cap 66 66.38
Large Cap 13.97 21.26

Sector Allocation

Scheme Name

Invesco India Midcap Fund - Growth Option

HSBC Midcap Fund - Regular Growth

Others 1.17 0.95
Realty 7.78 6.99
Industrial Products 9.16 6.99
Auto Components 7.58 0.1
Healthcare Services 6.77 2.24
Retailing 9.78 9.12
Insurance 4.71 -
Consumer Durables 8.24 8.98
Leisure Services 5.6 2.29
Pharmaceuticals & Biotechnology 6.61 4.86
Capital Markets 3.61 7.86
Finance 5.98 4.49
Banks 4.53 2.25
Ferrous Metals 1.34 0.19
IT - Software 6.45 4.07
Telecom - Services 1.38 0.31
Electrical Equipment 2.4 19.32
Transport Services 2.48 -
Cement & Cement Products 2.89 0.15
Industrial Manufacturing 1.54 1.55
Construction - 0.2
IT - Services - 0.19
Paper, Forest & Jute Products - 1.08
Aerospace & Defense - 3.28
Chemicals & Petrochemicals - 0.04
Power - 6.19
Cigarettes & Tobacco Products - 1.95
Financial Technology (Fintech) - 2.85
Automobiles - 1.2
Beverages - 0.31

Top Comparisons

Bandhan Overnight Fund Regular - Growth Bandhan Overnight Fund Regular - Growth

3Y Returns5.89%

VS

Edelweiss Overnight Fund - Regular Plan - Growth Edelweiss Overnight Fund - Regular Plan - Growth

3Y Returns5.88%

Compare Now

Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

3Y Returns13.45%

VS

ICICI Prudential Passive Multi-Asset Fund of Funds - Growth ICICI Prudential Passive Multi-Asset Fund of Funds - Growth

3Y Returns0%

Compare Now

BANDHAN Low Duration Fund - Regular Plan - Growth BANDHAN Low Duration Fund - Regular Plan - Growth

3Y Returns6.04%

VS

INVESCO INDIA LOW DURATION FUND - Regular - Growth INVESCO INDIA LOW DURATION FUND - Regular - Growth

3Y Returns5.41%

Compare Now

Edelweiss Money Market Fund - Regular Plan - Growth Option Edelweiss Money Market Fund - Regular Plan - Growth Option

3Y Returns5.57%

VS

Baroda BNP Paribas Money Market Fund-Regular Plan - Growth Baroda BNP Paribas Money Market Fund-Regular Plan - Growth

3Y Returns6.07%

Compare Now
Request call back
Add to Cart Successfully