Helios Mid Cap vs Invesco India Midcap
Data updated · direct-growth plans · not investment advice
Helios Mid Cap currently edges it with a Smart Score of 77/100 vs 76/100. Helios Mid Cap has the stronger risk-adjusted profile (Sortino 1.83 vs 1.62), 3-year returns of — vs 26.4%, and an expense ratio of 0.78% vs 0.75%. Scores are relative to all Mid Cap peers and refresh with every data update.
| Metric | 77 Helios Mid Cap Helios Buy | 76 Invesco India Midcap Invesco Buy | Add fund (3 left) |
|---|---|---|---|
| Returns (CAGR) | |||
1Y return ↑ higher is better | 13.9%BEST | 9.7% | |
3Y return ↑ higher is better | — | 26.4%BEST | |
5Y return ↑ higher is better | — | 21.4%BEST | |
Since launch ↑ higher is better | 27.4%BEST | 21.3% | |
| Vs category benchmark | |||
1Y vs index fund minus its own index | +8.1%BEST | +3.9% | |
3Y vs index fund minus its own index | — | +7.0%BEST | |
5Y vs index fund minus its own index | — | +3.3%BEST | |
Benchmark used | Nifty Midcap 150 | Nifty Midcap 150 | |
| Risk | |||
Sharpe ratio ↑ higher is better | 1.26BEST | 1.00 | |
Sortino ratio ↑ higher is better | 1.83BEST | 1.62 | |
Std deviation ↓ lower is better | 16.59BEST | 19.49 | |
Alpha ↑ higher is better | 5.90BEST | 2.84 | |
Beta ≈1 moves with the market | 0.93 | 0.99 | |
| Cost & size | |||
Expense ratio ↓ lower is better | 0.78% | 0.75%BEST | |
Fund size ↑ higher is better | ₹1.8k Cr | ₹12.4k CrBEST | |
Portfolio P/E ↓ lower is better | 40.90BEST | 47.21 | |
| Ratings | |||
Value Research 1–5 stars | — | ★★★★★BEST | |
Morningstar 1–5 stars | — | ★★★★★BEST | |
| Details | |||
Fund manager | Alok Bahl, Pratik Singh | Aditya Khemani | |
Benchmark | — | BSE 150 MidCap TRI | |
Riskometer | Very High | Very High | |
Start date | 13 Mar 2025 | 01 Jan 2013 | |
Quick answers
Is Helios Mid Cap better than Invesco India Midcap?
Helios Mid Cap currently edges it with a Smart Score of 77/100 vs 76/100. Helios Mid Cap has the stronger risk-adjusted profile (Sortino 1.83 vs 1.62), 3-year returns of — vs 26.4%, and an expense ratio of 0.78% vs 0.75%. Scores are relative to all Mid Cap peers and refresh with every data update.
Which is cheaper — Helios Mid Cap or Invesco India Midcap?
Invesco India Midcap has the lower expense ratio: 0.75% vs 0.78% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), Helios Mid Cap leads with 1.83 vs 1.62. Sharpe ratios: Helios Mid Cap 1.26, Invesco India Midcap 1.00.