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.
| Fund | ||
|---|---|---|
| Returns | ||
| 1 year | 18.7% (best of these funds) | 8% |
| 3 yearsa year | 24.2% (best of these funds) | 23.4% |
| 5 yearsa year | – | 19.7% |
| 10 yearsa year | – | 19.7% |
| Risk | ||
| Volatilitya year | 18.6% | 17.1% (best of these funds) |
| Worst fall | −26% (best of these funds) | −34.1% |
| Best year | 68.3% | 92.5% (best of these funds) |
| Worst year | -6% (best of these funds) | -23.2% |
| Years in gain | 94% (best of these funds) | 88% |
| Cost and size | ||
| Expense ratio | 1.22% | 0.48% (best of these funds) |
| Fund size | ₹17,188 Cr | ₹15,905 Cr |
| Minimum SIP | ₹500 | ₹100 (best of these funds) |
| Lock-in | None | None |
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.