Compare HSBC Midcap Fund vs Invesco India Mid Cap Fund
HSBC Midcap Fund
Invesco India Mid Cap Fund
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.3
1.87
NAV
₹513.89
₹240.22
Fund Started
25 Jun 2004
15 Feb 2007
Fund Size
₹15351.91 Cr
₹13766.86 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
16.52%
9.46%
3 Year
23.09%
24.32%
5 Year
17.47%
19.15%
Equity
98.97%
99.36%
Cash
1.05%
0.64%
Top 10 Holdings
FSN E-Commerce Ventures Ltd. | 4.67% |
The Federal Bank Ltd. | 4.21% |
GE Vernova T&D India Ltd | 3.98% |
Lenskart Solutions Ltd. | 3.84% |
PB Fintech Ltd. | 3.76% |
Piramal Finance Ltd. | 3.66% |
Aditya Infotech Ltd. | 3.54% |
Billionbrains Garage Ventures Ltd. | 3.28% |
Bharat Forge Ltd. | 3.19% |
Meesho Ltd. | 2.87% |
Prestige Estates Projects Ltd. | 7.09% |
The Federal Bank Ltd. | 5.58% |
BSE Ltd. | 5.08% |
Meesho Ltd. | 4.47% |
AU Small Finance Bank Ltd. | 4.47% |
Global Health Ltd. | 4.37% |
Max Healthcare Institute Ltd. | 4.30% |
Interglobe Aviation Ltd. | 4.18% |
Eternal Ltd. | 3.95% |
L&T Finance Ltd. | 3.80% |
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
