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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 | 3.0 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.81 | 1.39 |
NAV | ₹172.63 | ₹188.35 |
Fund Started | 15 Feb 2007 | 07 May 2007 |
Fund Size | ₹5862.67 Cr | ₹76060.89 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
3.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.81
1.39
NAV
₹172.63
₹188.35
Fund Started
15 Feb 2007
07 May 2007
Fund Size
₹5862.67 Cr
₹76060.89 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 | 48.33% | 31.74% |
3 Year | 26.83% | 29.42% |
5 Year | 28.50% | 28.99% |
1 Year
48.33%
31.74%
3 Year
26.83%
29.42%
5 Year
28.50%
28.99%
Holding Analysis
Equity | 99.03% | 91.77% |
Cash | 0.97% | 8.23% |
Equity
99.03%
91.77%
Cash
0.97%
8.23%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
The Federal Bank Ltd. | 4.50% |
Dixon Technologies (India) Ltd. | 4.19% |
Trent Ltd. | 3.88% |
Max Healthcare Institute Ltd. | 3.75% |
Prestige Estates Projects Ltd. | 3.68% |
Coforge Ltd. | 3.48% |
BSE Ltd. | 3.48% |
L&T Finance Ltd. | 3.27% |
JK Cement Ltd. | 2.75% |
Ethos Ltd. | 2.68% |
Name | Assets |
|---|---|
The Indian Hotels Company Ltd. | 4.19% |
Max Financial Services Ltd. | 3.67% |
The Federal Bank Ltd. | 3.51% |
Coforge Ltd. | 3.43% |
Ipca Laboratories Ltd. | 3.20% |
Balkrishna Industries Ltd. | 2.87% |
Apollo Tyres Ltd. | 2.81% |
Persistent Systems Ltd. | 2.79% |
Indian Bank | 2.76% |
Hindustan Petroleum Corporation Ltd. | 2.64% |
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
