Invesco India Midcap vs HDFC Mid Cap
Data updated · direct-growth plans · not investment advice
Invesco India Midcap currently edges it with a Smart Score of 77/100 vs 77/100. Invesco India Midcap has the stronger risk-adjusted profile (Sortino 1.63 vs 1.26), 3-year returns of 26.3% vs 20.5%, and an expense ratio of 0.75% vs 0.75%. Scores are relative to all Mid Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 13.3%BEST | 11.0% | ||
3Y return | 26.3%BEST | 20.5% | ||
5Y return | 20.9%BEST | 20.6% | ||
Since launch | 21.3%BEST | 20.4% | ||
| Vs category benchmark | ||||
1Y vs index | +3.3%BEST | +1.0% | ||
3Y vs index | +7.4%BEST | +1.6% | ||
5Y vs index | +3.2%BEST | +2.8% | ||
Benchmark used | Nifty Midcap 150 | Nifty Midcap 150 | ||
| Risk | ||||
Sharpe ratio | 1.00 | 1.03BEST | ||
Sortino ratio | 1.63BEST | 1.26 | ||
Std deviation | 19.49 | 15.96BEST | ||
Alpha | 2.84BEST | 2.39 | ||
Beta | 0.99 | 0.83 | ||
| Cost & size | ||||
Expense ratio | 0.75%BEST | 0.75% | ||
Fund size | ₹13.8k Cr | ₹1.01L CrBEST | ||
Portfolio P/E | 47.21 | 25.54BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | Aditya Khemani | Amar Kalkundrikar, Chirag Setalvad | ||
Benchmark | BSE 150 MidCap TRI | Nifty Midcap 150 TRI | ||
Riskometer | Very High | Very High | ||
Start date | 01 Jan 2013 | 01 Jan 2013 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Invesco India Midcap better than HDFC Mid Cap?
Invesco India Midcap currently edges it with a Smart Score of 77/100 vs 77/100. Invesco India Midcap has the stronger risk-adjusted profile (Sortino 1.63 vs 1.26), 3-year returns of 26.3% vs 20.5%, and an expense ratio of 0.75% vs 0.75%. Scores are relative to all Mid Cap peers and refresh with every data update.
Which is cheaper — Invesco India Midcap or HDFC Mid Cap?
Invesco India Midcap has the lower expense ratio: 0.75% vs 0.75% (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), Invesco India Midcap leads with 1.63 vs 1.26. Sharpe ratios: Invesco India Midcap 1.00, HDFC Mid Cap 1.03.