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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 | 1.79 | 1.39 |
NAV | ₹175.10 | ₹190.09 |
Fund Started | 15 Feb 2007 | 07 May 2007 |
Fund Size | ₹6641.11 Cr | ₹79717.67 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
1.79
1.39
NAV
₹175.10
₹190.09
Fund Started
15 Feb 2007
07 May 2007
Fund Size
₹6641.11 Cr
₹79717.67 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 | 14.32% | 5.57% |
3 Year | 33.47% | 33.25% |
5 Year | 30.27% | 32.33% |
1 Year
14.32%
5.57%
3 Year
33.47%
33.25%
5 Year
30.27%
32.33%
Holding Analysis
Equity | 99.13% | 91.78% |
Cash | 0.87% | 8.22% |
Equity
99.13%
91.78%
Cash
0.87%
8.22%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
BSE Ltd. | 6.12% |
L&T Finance Ltd. | 4.35% |
Prestige Estates Projects Ltd. | 4.18% |
Max Financial Services Ltd. | 4.07% |
The Federal Bank Ltd. | 3.88% |
Max Healthcare Institute Ltd. | 3.81% |
Trent Ltd. | 3.75% |
JK Cement Ltd. | 3.57% |
Dixon Technologies (India) Ltd. | 3.44% |
HDFC Asset Management Company Ltd. | 3.16% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.81% |
The Federal Bank Ltd. | 3.24% |
Coforge Ltd. | 3.22% |
Balkrishna Industries Ltd. | 2.94% |
Ipca Laboratories Ltd. | 2.91% |
Hindustan Petroleum Corporation Ltd. | 2.86% |
Indian Bank | 2.85% |
AU Small Finance Bank Ltd. | 2.56% |
Apollo Tyres Ltd. | 2.47% |
The Indian Hotels Company Ltd. | 2.38% |
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