Invesco India Midcap Fund vs HSBC 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) ₹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

Trailing Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option HSBC Midcap Fund - Regular Growth
1 Month 9.02% 3.72%
6 Month 39.76% 26.52%
1 Year 57.43% 60.43%
3 Year 26.05% 25.49%
5 Year 30.01% 26.87%

SIP Return Analysis

Scheme Name Invesco India Midcap Fund - Growth Option HSBC Midcap Fund - Regular Growth
6 Month - -
1 Year 23.2% 24.45%
3 Year 53.33% 55.97%
5 Year 103.01% 97.55%

Rolling Lumpsum Returns

Scheme Name Invesco India Midcap Fund - Growth Option HSBC Midcap Fund - Regular Growth
1 Year 28.73% 26.79%
3 Year 75.07% 70.32%
5 Year 115.7% 108.92%

Risk Management

Scheme Name Invesco India Midcap Fund - Growth Option HSBC Midcap Fund - Regular Growth
Standard Deviation 13.27% 12.61%
Sharp 1.28% 1.33%
Beta 0.92% 0.82%
Alpha 1.49% 1.66%

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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
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 4.81 3.86
Mid Cap 63.72 62.9
Small Cap 15.89 17.73
Large Cap 15.58 15.51

Sector Allocation

Scheme Name

Invesco India Midcap Fund - Growth Option

HSBC Midcap Fund - Regular Growth

Others 0.91 1.21
Materials 5.34 1.31
Automobile 9.1 5.11
Healthcare 12.04 8.04
Insurance 1.7 -
Services 14.95 13.3
Consumer Staples 1.89 2.85
Financial 15.38 14.88
Capital Goods 13.15 24.9
Construction 7.57 10.57
Metals & Mining 2.83 4.47
Technology 3.97 3.88
Consumer Discretionary 3.88 2.18
Communication 2.52 0.76
Diversified 2.29 1.21
Energy 1.47 4.85
Textiles 1.01 -
Chemicals - 0.48

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