HDFC Mid vs Tata Mid Cap Growth Fund Regular Plan compare

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tortoise-icon HDFC Mid-Cap Opportunities Fund - Growth Plan

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tortoise-icon Tata Mid Cap Growth Fund Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Average Very High
Asset Size (Cr) ₹56033 Cr ₹3041 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 06 May 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 1.47 1.95
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

Trailing Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month 14.33% 14.89%
6 Month 22.57% 25.13%
1 Year 53.91% 60.21%
3 Year 29.85% 26.31%
5 Year 27.54% 25.69%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month - -
1 Year 20.42% 23.48%
3 Year 61.3% 56.14%
5 Year 122.32% 106.77%

Rolling Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year 31.42% 28.77%
3 Year 87.81% 75.24%
5 Year 131.47% 115%

Risk Management

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 1.59% 1.37%
Beta 0.88% 0.88%
Alpha 3.59% 1%

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Fund Managers

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

Market Cap

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 8.88 5.23
Mid Cap 65.86 64.87
Large Cap 11.29 9.14
Small Cap 13.97 20.76

Sector Allocation

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 6.76 2.96
Services 6.78 8.18
Financial 22.37 16.7
Automobile 6.82 5.98
Healthcare 11.68 11.33
Communication 3.38 2.68
Energy 2.9 2.81
Metals & Mining 4.39 5.22
Technology 6.69 2.71
Capital Goods 12.11 15.46
Chemicals 4.44 4.33
Consumer Discretionary 2.33 2.05
Materials 4.24 5.75
Construction 1.53 8.64
Consumer Staples 1.94 2.43
Textiles 1.18 1.9
Insurance 0.46 -
Diversified - 0.87

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