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Tata Mid Cap Growth Fund Regular Plan vs HDFC Mid compare
HDFC Mid-Cap Opportunities Fund - Growth Plan
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Chart Comparison
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) | ₹73510 Cr | ₹4354 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Jun 2007 | 31 Mar 2004 |
| 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 | 1.39 | 1.87 |
| Manager | Dhruv Muchhal | Satish Chandra Mishra |
| ISIN Code | INF179K01CR2 | INF277K01626 |
| Exits Load | HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 2.91% | 2.74% |
| 6 Month | -4.16% | -7.12% |
| 1 Year | 9.72% | 3.22% |
| 3 Year | 24.62% | 18.72% |
| 5 Year | 32.69% | 27.2% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -0.25% | -0.44% |
| 1 Year | -4.53% | -10.32% |
| 3 Year | 23.07% | 18.08% |
| 5 Year | 25.47% | 20.08% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 15.63% | 17.53% |
| 3 Year | 19.73% | 16.61% |
| 5 Year | 19.19% | 17.03% |
Risk Management
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 15.301% | 13.05% |
| Sharp | 1.022% | 0.63% |
| Beta | 0.855% | 0.91% |
| Alpha | 4.384% | -1.79% |
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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 |
| Funds Managed | 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 | 8.07 | 3.85 |
| Mid Cap | 65.07 | 68.81 |
| Large Cap | 5.88 | 8.29 |
| Small Cap | 20.98 | 19.06 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 8.07 | 3.76 |
| Basic Materials | 6.21 | 9.65 |
| Consumer Defensive | 4.23 | 1.2 |
| Consumer Cyclical | 17.51 | 11.64 |
| Financial Services | 24.44 | 20.91 |
| Healthcare | 11.93 | 14.6 |
| Industrials | 10.38 | 21.45 |
| Communication Services | 3.05 | 3.12 |
| Energy | 2.69 | 1.34 |
| Utilities | 1.37 | 2.79 |
| Technology | 10.11 | 4.98 |
| Real Estate | - | 4.58 |
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