Invesco India Midcap vs HSBC Midcap
Data updated · direct-growth plans · not investment advice
Invesco India Midcap currently edges it with a Smart Score of 80/100 vs 76/100. Invesco India Midcap has the stronger risk-adjusted profile (Sortino 1.24 vs 1.13), 3-year returns of 21.8% vs 22.4%, and an expense ratio of 0.78% vs 1.15%. 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 | 3.9% | 14.9%BEST | ||
3Y return | 21.8% | 22.4%BEST | ||
5Y return | 17.2%BEST | 17.0% | ||
Since launch | 20.4%BEST | 19.9% | ||
| Vs category benchmark | ||||
1Y vs index | +3.1% | +14.1%BEST | ||
3Y vs index | +8.3% | +9.0%BEST | ||
5Y vs index | +4.0%BEST | +3.8% | ||
Benchmark used | Nifty Midcap 150 | Nifty Midcap 150 | ||
| Risk | ||||
Sharpe ratio | 0.84BEST | 0.82 | ||
Sortino ratio | 1.24BEST | 1.13 | ||
Std deviation | 20.13BEST | 20.71 | ||
Alpha | 6.97BEST | 6.84 | ||
Beta | 1.01 | 1.03 | ||
| Cost & size | ||||
Expense ratio | 0.78%BEST | 1.15% | ||
Fund size | ₹15.7k Cr | ₹16.8k CrBEST | ||
Portfolio P/E | 47.66 | 33.08BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | Aditya Khemani | Cheenu Gupta | ||
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 HSBC Midcap?
Invesco India Midcap currently edges it with a Smart Score of 80/100 vs 76/100. Invesco India Midcap has the stronger risk-adjusted profile (Sortino 1.24 vs 1.13), 3-year returns of 21.8% vs 22.4%, and an expense ratio of 0.78% vs 1.15%. Scores are relative to all Mid Cap peers and refresh with every data update.
Which is cheaper — Invesco India Midcap or HSBC Midcap?
Invesco India Midcap has the lower expense ratio: 0.78% vs 1.15% (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 1.24 vs 1.13. Sharpe ratios: Invesco India Midcap 0.84, HSBC Midcap 0.82.