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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 | 6.7% | 7.81% |
| 6 Month | -11.13% | -14.79% |
| 1 Year | 10.65% | 6.77% |
| 3 Year | 24.08% | 17.35% |
| 5 Year | 34.75% | 29.26% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -6.14% | -7.17% |
| 1 Year | -8.3% | -15.06% |
| 3 Year | 22.55% | 17.29% |
| 5 Year | 25.67% | 20.16% |
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% | -2.03% |
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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 | 2.98 |
| Mid Cap | 65.07 | 68.49 |
| Large Cap | 5.88 | 8.23 |
| Small Cap | 20.98 | 20.31 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 8.07 | 2.92 |
| Basic Materials | 6.21 | 9.49 |
| Consumer Defensive | 4.23 | 1.13 |
| Consumer Cyclical | 17.51 | 11.73 |
| Financial Services | 24.44 | 20.39 |
| Healthcare | 11.93 | 14.75 |
| Industrials | 10.38 | 22.52 |
| Communication Services | 3.05 | 2.98 |
| Energy | 2.69 | 1.69 |
| Utilities | 1.37 | 1.87 |
| Technology | 10.11 | 5.68 |
| Real Estate | - | 4.84 |
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