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

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)	₹4194 Cr	₹11420 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	01 Jul 1994	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	0.75	1.73
Manager	Satish Chandra Mishra	Venugopal Manghat
ISIN Code	INF277K01626	INF917K01254
Exits Load	For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365	Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Scheme Name	Tata Mid Cap Growth Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
1 Month	-5.71%	3.72%
6 Month	10.54%	26.52%
1 Year	41.85%	60.43%
3 Year	20.77%	25.49%
5 Year	25.05%	26.87%

Scheme Name	Tata Mid Cap Growth Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
6 Month	-	-
1 Year	23.48%	24.45%
3 Year	56.14%	55.97%
5 Year	106.77%	97.55%

Scheme Name	Tata Mid Cap Growth Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
1 Year	17.48%	16.99%
3 Year	16.27%	15.69%
5 Year	16.96%	16.19%

Scheme Name	Tata Mid Cap Growth Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
Standard Deviation	13.05%	12.61%
Sharp	1.2%	1.33%
Beta	0.86%	0.82%
Alpha	0.81%	1.66%

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

Scheme Name	Tata Mid Cap Growth Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
Others	5.23	0.95
Mid Cap	64.87	66.38
Small Cap	20.76	11.41
Large Cap	9.14	21.26

Scheme Name	Tata Mid Cap Growth Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
Others	2.96	0.95
Materials	5.75	-
Chemicals	4.33	-
Financial	16.7	-
Construction	8.64	0.2
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	-
Finance	-	4.49
IT - Services	-	0.19
Healthcare Services	-	2.24
Pharmaceuticals & Biotechnology	-	4.86
Electrical Equipment	-	19.32
IT - Software	-	4.07
Leisure Services	-	2.29
Paper, Forest & Jute Products	-	1.08
Aerospace & Defense	-	3.28
Realty	-	6.99
Chemicals & Petrochemicals	-	0.04
Capital Markets	-	7.86
Industrial Products	-	6.99
Power	-	6.19
Banks	-	2.25
Ferrous Metals	-	0.19
Consumer Durables	-	8.98
Industrial Manufacturing	-	1.55
Cigarettes & Tobacco Products	-	1.95
Auto Components	-	0.1
Telecom - Services	-	0.31
Retailing	-	9.12
Financial Technology (Fintech)	-	2.85
Automobiles	-	1.2
Cement & Cement Products	-	0.15
Beverages	-	0.31