Tata Mid Cap Growth Fund Regular Plan vs HDFC Mid 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 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

Trailing Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month 0.31% 5.31%
6 Month 20.71% 32.3%
1 Year 47.47% 46.49%
3 Year 30.25% 23.54%
5 Year 30.78% 28.28%

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 1.61% 1.2%
Beta 0.85% 0.84%
Alpha 4.63% -0.09%

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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 6.22 5.23
Mid Cap 65.36 64.87
Large Cap 8.77 9.14
Small Cap 19.65 20.76

Sector Allocation

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 6.22 2.96
Cement & Cement Products 1.59 -
Finance 6.25 -
Healthcare Services 4.47 -
Textiles & Apparels 1.11 -
Banks 10.64 -
Agricultural, Commercial & Construction Vehicles 0.44 -
Leisure Services 4.46 -
Printing & Publication 0.36 -
Pharmaceuticals & Biotechnology 7.51 -
Auto Components 8.7 -
Consumer Durables 5.9 -
Chemicals & Petrochemicals 4.16 -
Petroleum Products 2.34 -
Telecom - Services 2.87 -
Fertilizers & Agrochemicals 0.47 -
Insurance 3.89 -
Industrial Products 9.14 -
Agricultural Food & other Products 0.74 -
Media 0.13 -
Gas 0.53 -
Entertainment 0.41 -
IT - Software 7.3 -
Aerospace & Defense 1.17 -
Capital Markets 0.91 -
Construction 2.77 8.64
Financial Technology (Fintech) 1.41 -
Personal Products 0.72 -
Cigarettes & Tobacco Products 0.09 -
Ferrous Metals 2.22 -
Commercial Services & Supplies 1.08 -
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

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