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HSBC Midcap Fund vs Invesco India Mid Cap Fund

Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.

  • HSBC Midcap Fund
  • Invesco India Mid Cap Fund
HSBC Midcap Fund compared with Invesco India Mid Cap Fund
FundHSBC Mutual FundHSBC Midcap FundMid Cap Fund · Direct planNAV ₹542.16Invesco Mutual FundInvesco India Mid Cap FundMid Cap Fund · Direct planNAV ₹240.16
Returns
1 year18.7% (best of these funds)8%
3 yearsa year24.2% (best of these funds)23.4%
5 yearsa year19.7%
10 yearsa year19.7%
Risk
Volatilitya year18.6%17.1% (best of these funds)
Worst fall−26% (best of these funds)−34.1%
Best year68.3%92.5% (best of these funds)
Worst year-6% (best of these funds)-23.2%
Years in gain94% (best of these funds)88%
Cost and size
Expense ratio1.22%0.48% (best of these funds)
Fund size₹17,188 Cr₹15,905 Cr
Minimum SIP₹500₹100 (best of these funds)
Lock-inNoneNone

Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.