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HSBC Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Growth Fund Regular Plan- Growth Option
HSBC Midcap Fund - Regular Growth
Chart Comparison
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) | ₹4354 Cr | ₹10753 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 | 1.71 |
| 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 | 5.8% | 7.84% |
| 6 Month | -11.28% | -16.24% |
| 1 Year | 3.99% | 5.38% |
| 3 Year | 16.83% | 18.08% |
| 5 Year | 27.13% | 25.86% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | -2.7% | -6.29% |
| 1 Year | -12.31% | -15.58% |
| 3 Year | 17.27% | 19.03% |
| 5 Year | 19.76% | 19.76% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.53% | 17.31% |
| 3 Year | 16.61% | 15.78% |
| 5 Year | 17.03% | 16.4% |
Risk Management
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.05% | 17.037% |
| Sharp | 0.63% | 0.65% |
| Beta | 0.91% | 0.902% |
| Alpha | -1.79% | -0.791% |
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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 |
| Funds Managed | 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 | 3.85 | 0.86 |
| Mid Cap | 68.81 | 66.65 |
| Small Cap | 19.06 | 12.46 |
| Large Cap | 8.29 | 20.03 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 3.76 | 0.86 |
| Basic Materials | 9.65 | 1.96 |
| Industrials | 21.45 | 27.34 |
| Healthcare | 14.6 | 8.52 |
| Financial Services | 20.91 | 20.07 |
| Real Estate | 4.58 | 4.66 |
| Energy | 1.34 | - |
| Communication Services | 3.12 | 0.06 |
| Utilities | 2.79 | 4.66 |
| Consumer Cyclical | 11.64 | 14.07 |
| Technology | 4.98 | 15.4 |
| Consumer Defensive | 1.2 | 2.39 |
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