Invesco India Midcap vs Helios 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 weaker risk-adjusted profile (Sortino 1.58 vs 1.66), 3-year returns of 25.5% vs —, and an expense ratio of 0.75% vs 0.78%. Scores are relative to all Mid Cap peers and refresh with every data update.
| Metric | 77 Invesco India Midcap Invesco Buy | 77 Helios Mid Cap Helios Buy | Add fund (3 left) |
|---|---|---|---|
| Returns (CAGR) | |||
1Y return ↑ higher is better | 7.4% | 11.6%BEST | |
3Y return ↑ higher is better | 25.5%BEST | — | |
5Y return ↑ higher is better | 20.7%BEST | — | |
Since launch ↑ higher is better | 21.1% | 25.5%BEST | |
| Vs category benchmark | |||
1Y vs index fund minus its own index | +3.5% | +7.7%BEST | |
3Y vs index fund minus its own index | +6.9%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 | 1.00 | 1.15BEST | |
Sortino ratio ↑ higher is better | 1.58 | 1.66BEST | |
Std deviation ↓ lower is better | 19.49 | 16.54BEST | |
Alpha ↑ higher is better | 2.84 | 5.22BEST | |
Beta ≈1 moves with the market | 0.99 | 0.93 | |
| Cost & size | |||
Expense ratio ↓ lower is better | 0.75%BEST | 0.78% | |
Fund size ↑ higher is better | ₹12.4k CrBEST | ₹1.8k Cr | |
Portfolio P/E ↓ lower is better | 47.21 | 40.90BEST | |
| Ratings | |||
Value Research 1–5 stars | ★★★★★BEST | — | |
Morningstar 1–5 stars | ★★★★★BEST | — | |
| Details | |||
Fund manager | Aditya Khemani | Alok Bahl, Pratik Singh | |
Benchmark | BSE 150 MidCap TRI | — | |
Riskometer | Very High | Very High | |
Start date | 01 Jan 2013 | 13 Mar 2025 | |
Quick answers
Is Invesco India Midcap better than Helios Mid Cap?
Invesco India Midcap currently edges it with a Smart Score of 77/100 vs 77/100. Invesco India Midcap has the weaker risk-adjusted profile (Sortino 1.58 vs 1.66), 3-year returns of 25.5% vs —, and an expense ratio of 0.75% vs 0.78%. Scores are relative to all Mid Cap peers and refresh with every data update.
Which is cheaper — Invesco India Midcap or Helios Mid Cap?
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 1.66 vs 1.58. Sharpe ratios: Invesco India Midcap 1.00, Helios Mid Cap 1.15.