HDFC Mid vs Tata Mid Cap Growth Fund Regular Plan compare

HDFC Mid-Cap Opportunities Fund - Growth Plan

Invest Now

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Invest Now

Overview

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Fund	HDFC Mid-Cap Opportunities Fund - Growth Plan	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹70563 Cr	₹4194 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	25 Jun 2007	01 Jul 1994
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	14.6%	69.98%
Expense Ratio	1.41	0.75
Manager	Dhruv Muchhal	Satish Chandra Mishra
ISIN Code	INF179K01CR2	INF277K01626
Exits Load	Exit load of 1% if redeemed within 1 year./365	For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month	-4.91%	-6.53%
6 Month	8.43%	2.89%
1 Year	32.24%	28.93%
3 Year	25.01%	18.26%
5 Year	27.78%	24.21%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month	-	-
1 Year	25.24%	20.76%
3 Year	33.59%	28.57%
5 Year	32.35%	27.48%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year	15.33%	17.42%
3 Year	19.4%	16.1%
5 Year	18.84%	16.97%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Standard Deviation	12.9%	13.05%
Sharp	1.61%	0.98%
Beta	0.85%	0.87%
Alpha	4.63%	0.06%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Name	Dhruv Muchhal	Satish Chandra Mishra
Total AUM	₹520687 Cr	₹13117 Cr
Fund Manage	40	5
	HDFC Mid-Cap Opportunities Fund - Growth Plan	Tata Mid Cap Growth Fund Regular Plan- Growth Option

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Others	6.94	5.23
Mid Cap	67.07	64.87
Large Cap	8.31	9.14
Small Cap	17.68	20.76

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Others	6.94	2.96
Cement & Cement Products	1.45	-
Finance	6.14	-
Healthcare Services	3.96	-
Textiles & Apparels	1	-
Banks	10.27	-
Agricultural, Commercial & Construction Vehicles	0.41	-
Leisure Services	4.02	-
Printing & Publication	0.3	-
Pharmaceuticals & Biotechnology	8.66	-
Auto Components	8.63	-
Consumer Durables	4.87	-
Chemicals & Petrochemicals	3.33	-
Petroleum Products	2.91	-
Personal Products	1.21	-
Transport Services	1.03	-
Telecom - Services	3.05	-
Fertilizers & Agrochemicals	0.42	-
Insurance	4.78	-
Industrial Products	7.32	-
Agricultural Food & other Products	1.25	-
Media	0.12	-
Gas	0.89	-
IT - Software	8.23	-
Aerospace & Defense	0.51	-
Capital Markets	0.83	-
Construction	2.64	8.64
Financial Technology (Fintech)	1.48	-
Cigarettes & Tobacco Products	0.07	-
Ferrous Metals	2.01	-
Beverages	0.43	-
Commercial Services & Supplies	0.84	-
Materials	-	5.75
Chemicals	-	4.33
Financial	-	16.7
Energy	-	2.81
Healthcare	-	11.33
Consumer Staples	-	2.43
Services	-	8.18
Metals & Mining	-	5.22
Communication	-	2.68
Capital Goods	-	15.46
Automobile	-	5.98
Consumer Discretionary	-	2.05
Technology	-	2.71
Diversified	-	0.87
Textiles	-	1.9