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Compare Invesco India Mid Cap Fund vs HDFC Mid-Cap Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.82 | 1.42 |
NAV | ₹156.22 | ₹176.40 |
Fund Started | 15 Feb 2007 | 07 May 2007 |
Fund Size | ₹6047.94 Cr | ₹72610.08 Cr |
Exit Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.82
1.42
NAV
₹156.22
₹176.40
Fund Started
15 Feb 2007
07 May 2007
Fund Size
₹6047.94 Cr
₹72610.08 Cr
Exit Load
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 16.11% | 9.06% |
3 Year | 24.84% | 26.20% |
5 Year | 30.10% | 33.41% |
1 Year
16.11%
9.06%
3 Year
24.84%
26.20%
5 Year
30.10%
33.41%
Holding Analysis
Equity | 99.82% | 93.02% |
Cash | 0.18% | 6.98% |
Equity
99.82%
93.02%
Cash
0.18%
6.98%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
BSE Ltd. | 4.80% |
L&T Finance Ltd. | 4.47% |
Max Healthcare Institute Ltd. | 4.26% |
The Federal Bank Ltd. | 4.17% |
Trent Ltd. | 3.88% |
JK Cement Ltd. | 3.68% |
Dixon Technologies (India) Ltd. | 3.54% |
Prestige Estates Projects Ltd. | 3.40% |
Max Financial Services Ltd. | 3.34% |
Coforge Ltd. | 3.30% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.04% |
The Indian Hotels Company Ltd. | 3.69% |
The Federal Bank Ltd. | 3.39% |
Coforge Ltd. | 3.36% |
Ipca Laboratories Ltd. | 3.27% |
Balkrishna Industries Ltd. | 3.22% |
Hindustan Petroleum Corporation Ltd. | 2.76% |
Indian Bank | 2.75% |
Persistent Systems Ltd. | 2.73% |
Apollo Tyres Ltd. | 2.46% |
Fund Manager
Name | Amit Ganatra | Chirag Setalvad |
Start Date | 01 Sep 2022 | 28 Jun 2014 |
Name
Amit Ganatra
Chirag Setalvad
Start Date
01 Sep 2022
28 Jun 2014
About Fund
Description | The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 15 Feb 2007 | 07 May 2007 |
Description
The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
15 Feb 2007
07 May 2007