HSBC Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare

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

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tortoise-icon HSBC Midcap Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option HSBC Midcap Fund - Regular Growth
Fund Tata Mid Cap Growth Fund Regular Plan- Growth Option HSBC Midcap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4444 Cr ₹11768 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Mar 2004 09 Aug 2004
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI BSE 150 MidCap Index
Turn Over 69.98% 19%
Expense Ratio 1.87 1.73
Manager Satish Chandra Mishra Venugopal Manghat
ISIN Code INF277K01626 INF917K01254
Exits Load Tata Mid Cap Growth Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 HSBC Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option HSBC Midcap Fund - Regular Growth
1 Month -6.96% -14.73%
6 Month -9.67% -7.68%
1 Year 11.06% 15.65%
3 Year 18.1% 20.06%
5 Year 21.62% 20.29%

SIP Return Analysis

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option HSBC Midcap Fund - Regular Growth
6 Month - -
1 Year 6.61% 26.23%
3 Year 25.37% 34.88%
5 Year 25.5% 29.43%

Rolling Lumpsum Returns

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option HSBC Midcap Fund - Regular Growth
1 Year 17.42% 16.79%
3 Year 16.1% 15.6%
5 Year 16.97% 16.17%

Risk Management

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option HSBC Midcap Fund - Regular Growth
Standard Deviation 13.05% 12.61%
Sharp 0.9% 1.33%
Beta 0.87% 0.82%
Alpha -0.51% 1.66%

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Fund Managers

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option HSBC Midcap Fund - Regular Growth
Name Satish Chandra Mishra Venugopal Manghat
Total AUM ₹13117 Cr ₹41442 Cr
Fund Manage 5 7
Tata Mid Cap Growth Fund Regular Plan- Growth Option HSBC Midcap Fund - Regular Growth

Market Cap

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

HSBC Midcap Fund - Regular Growth

Others 4.64 1.68
Small Cap 18.55 11.47
Mid Cap 69.24 63.71
Large Cap 7.57 23.14

Sector Allocation

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

HSBC Midcap Fund - Regular Growth

Others 4.64 1.68
Realty 4.9 7.01
Industrial Products 8.24 4.39
Cement & Cement Products 3.4 0.58
Chemicals & Petrochemicals 1.69 0.04
Pharmaceuticals & Biotechnology 13.12 3.82
Banks 5.51 2.15
Petroleum Products 1.35 -
Personal Products 1.73 -
Finance 7.33 0.29
Telecom - Services 2.97 0.05
Electrical Equipment 3.57 18.97
Insurance 5.26 -
Construction 3.05 -
Agricultural, Commercial & Construction Vehicles 1.39 -
Consumer Durables 2.78 11.63
IT - Software 5.23 5.25
Aerospace & Defense 1.03 3.29
Oil 0.44 -
Auto Components 5.5 -
Leisure Services 2.87 2.27
Diversified 0.81 -
Fertilizers & Agrochemicals 3.53 -
Agricultural Food & other Products 1.09 -
Transport Infrastructure 3.75 -
Textiles & Apparels 1.98 -
Transport Services 0.69 -
Power 0.82 4.74
Commercial Services & Supplies 1.33 0.5
Retailing - 8.27
IT - Services - 0.04
Healthcare Services - 3.09
Paper, Forest & Jute Products - 1.24
Capital Markets - 11.33
Industrial Manufacturing - 1.62
Cigarettes & Tobacco Products - 1.45
Financial Technology (Fintech) - 4.62
Automobiles - 0.85
Beverages - 0.83

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