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 79/100 vs 76/100. Invesco India Midcap has the stronger risk-adjusted profile (Sortino 1.12 vs 0.79), 3-year returns of 20.3% vs 15.3%, and an expense ratio of 0.78% vs 0.76%. 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 | -4.0% | -3.2%BEST | ||
3Y return | 20.3%BEST | 15.3% | ||
5Y return | 16.4% | 16.5%BEST | ||
Since launch | 19.8%BEST | 19.2% | ||
| Vs category benchmark | ||||
1Y vs index | +1.7% | +2.5%BEST | ||
3Y vs index | +7.6%BEST | +2.5% | ||
5Y vs index | +3.7% | +3.8%BEST | ||
Benchmark used | Nifty Midcap 150 | Nifty Midcap 150 | ||
| Risk | ||||
Sharpe ratio | 0.84BEST | 0.64 | ||
Sortino ratio | 1.12BEST | 0.79 | ||
Std deviation | 20.13 | 16.15BEST | ||
Alpha | 6.97BEST | 2.19 | ||
Beta | 1.01 | 0.83 | ||
| Cost & size | ||||
Expense ratio | 0.78% | 0.76%BEST | ||
Fund size | ₹15.7k Cr | ₹1.02L CrBEST | ||
Portfolio P/E | 47.66 | 27.19BEST | ||
| 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 79/100 vs 76/100. Invesco India Midcap has the stronger risk-adjusted profile (Sortino 1.12 vs 0.79), 3-year returns of 20.3% vs 15.3%, and an expense ratio of 0.78% vs 0.76%. Scores are relative to all Mid Cap peers and refresh with every data update.
Which is cheaper — Invesco India Midcap or HDFC Mid Cap?
HDFC Mid Cap has the lower expense ratio: 0.76% 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), Invesco India Midcap leads with 1.12 vs 0.79. Sharpe ratios: Invesco India Midcap 0.84, HDFC Mid Cap 0.64.