Compare HSBC Midcap Fund vs Invesco India Mid Cap Fund
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.73
1.72
NAV
₹371.40
₹159.69
Fund Started
25 Jun 2004
15 Feb 2007
Fund Size
₹12447.70 Cr
₹10771.90 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 for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
1 Year
9.76%
3.95%
3 Year
22.36%
23.10%
5 Year
15.89%
18.04%
Equity
97.94%
99.35%
Cash
2.07%
0.65%
Top 10 Holdings
Ashok Leyland Ltd. | 5.30% |
FSN E-Commerce Ventures Ltd. | 5.22% |
GE Vernova T&D India Ltd | 4.58% |
The Federal Bank Ltd. | 3.95% |
Hitachi Energy India Ltd. | 3.87% |
Lenskart Solutions Ltd. | 3.61% |
Polycab India Ltd. | 3.48% |
BSE Ltd. | 3.35% |
Bharat Electronics Ltd. | 3.29% |
PB Fintech Ltd. | 3.28% |
The Federal Bank Ltd. | 6.21% |
AU Small Finance Bank Ltd. | 5.28% |
Prestige Estates Projects Ltd. | 5.00% |
Max Healthcare Institute Ltd. | 4.84% |
BSE Ltd. | 4.77% |
Swiggy Ltd. | 4.59% |
L&T Finance Ltd. | 4.44% |
Max Financial Services Ltd. | 4.16% |
Global Health Ltd. | 4.11% |
Interglobe Aviation Ltd. | 4.01% |
Name
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Start Date
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Description
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies
Launch Date
25 Jun 2004
15 Feb 2007
