Compare HSBC Midcap Fund Direct Growth vs Invesco India Mid Cap Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
HSBC Midcap Fund Direct GrowthEquity
Mid Cap
3.0
Invesco India Mid Cap Fund Direct GrowthEquity
Mid Cap
4.0
Add a fund

HSBC Midcap Fund Direct Growth

(46.9%)

Invesco India Mid Cap Fund Direct Growth

(50.1%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹500
₹500
-
Expense Ratio
0.66%
0.58%
-
NAV
₹467.5 (13-Dec-2024)
₹209.0 (13-Dec-2024)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹12,280Cr
₹5,904Cr
-
Exit Load
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
-

Returns

1Y
46.9%
50.1%
-
3Y
27.4%
26.8%
-
5Y
27.5%
30.6%
-

Pros & Cons

Pros
1.Lower expense ratio: 0.66%2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y3.Higher alpha: 4.82 
The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y 
1.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2.Lower expense ratio: 0.58%3.1Y category rank: 24.Higher alpha: 3.53 
The fund has generated returns higher than benchmark - BSE 150 MidCap Total Return Index - in the last 3Y 
-

Cons
Found nothing so far.
Found nothing so far.
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
Suzlon Energy Ltd.
4.8%
CG Power and Industrial Solutions Ltd.
4.6%
Dixon Technologies (India) Ltd.
4.0%
PB Fintech Ltd.
3.7%
Trent Ltd.
3.6%
Zomato Ltd.
3.5%
JSW Energy Ltd.
3.5%
HDFC Asset Management Company Ltd.
3.4%
Cummins India Ltd.
2.8%
Max Healthcare Institute Ltd.
2.8%
Name
Assets
The Federal Bank Ltd.
4.5%
Dixon Technologies (India) Ltd.
4.2%
Trent Ltd.
3.9%
Max Healthcare Institute Ltd.
3.8%
Prestige Estates Projects Ltd.
3.7%
BSE Ltd.
3.5%
Coforge Ltd.
3.5%
L&T Finance Ltd.
3.3%
JK Cement Ltd.
2.8%
Max Financial Services Ltd.
2.7%
-

Fund Manager

Name
Venugopal Manghat
Aditya Khemani
-
Education
Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
Mr. Khemani has done B.Com (Hons) and PGDM from IIM, Lucknow.
-
Experience
Prior to joining HSBC Mutual Fund, he has worked with L&T Mutual Fund, Tata Asset Management Ltd.
Prior to joining Invesco Mutual Fund, He was associated with Motilal Oswal Mutual Fund, HSBC AMC, SBI Mutual Fund, ICICI Prudential AMC and Morgan Stanley Advantage Services.
-

About Fund

Description
HSBC Mutual Fund started their mutual fund on 27/05/2002 and its managing total assets of Rs. 10,912 Cr. Its ranked at 23 as per total assets at end of 30th Sep 2017.
Invesco Mutual Fund started their mutual fund on 24/07/2006 and its managing total assets of ₹25,182 Cr. Its ranked at 16 as per total assets at end of 30th Sep 2017.
-
Launch Date
27 May 2002
24 Jul 2006
-
Custodian
Citibank NA
Deutsche Bank
-
Registrar & Transfer Agent
Cams
KFin Tech
-

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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

HSBC Midcap Fund Direct Growth

Invesco India Mid Cap Fund Direct Growth

Add a fund

HSBC Midcap Fund Direct Growth

Invesco India Mid Cap Fund Direct Growth

1.Lower expense ratio: 0.66%

2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

3.Higher alpha: 4.82 The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y

1.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

2.Lower expense ratio: 0.58%

3.1Y category rank: 2

4.Higher alpha: 3.53 The fund has generated returns higher than benchmark - BSE 150 MidCap Total Return Index - in the last 3Y

Found nothing so far.

Found nothing so far.

Holding Analysis

Top Holdings

Popular Comparisons