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

(6.9%)

Invesco India Mid Cap Fund Direct Growth

(16.4%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹500
₹500
-
Expense Ratio
0.70%
0.59%
-
NAV
₹363.6 (14-Feb-2025)
₹174.1 (14-Feb-2025)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹10,753Cr
₹5,645Cr
-
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
6.9%
16.4%
-
3Y
19.8%
22.0%
-
5Y
19.4%
23.6%
-

Pros & Cons

Pros
1.Lower expense ratio: 0.7%2.Consistently higher annualised returns than category average for the past 1Y and 3Y
1.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2.Lower expense ratio: 0.59%3.1Y category rank: 2
-

Cons
1.5Y annualised returns lower than category average by 1.83%
Found nothing so far.
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
CG Power and Industrial Solutions Ltd.
5.0%
Persistent Systems Ltd.
4.6%
PB Fintech Ltd.
4.6%
BSE Ltd.
4.6%
Dixon Technologies (India) Ltd.
4.3%
Zomato Ltd.
3.6%
Max Healthcare Institute Ltd.
3.6%
HDFC Asset Management Company Ltd.
3.5%
The Indian Hotels Company Ltd.
3.4%
Trent Ltd.
3.4%
Name
Assets
L&T Finance Ltd.
4.3%
Max Healthcare Institute Ltd.
4.2%
The Federal Bank Ltd.
4.2%
Dixon Technologies (India) Ltd.
4.1%
BSE Ltd.
4.1%
Trent Ltd.
3.7%
JK Cement Ltd.
3.7%
Coforge Ltd.
3.4%
Max Financial Services Ltd.
3.3%
Prestige Estates Projects Ltd.
3.1%
-

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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