Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Tata Mid Cap Growth Fund Regular Plan- Growth Option

Invest Now

tortoise-icon HSBC Midcap Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk Very High Risk
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 -6.88% -8.76%
6 Month -15.16% -15.39%
1 Year 4.3% 5.51%
3 Year 17.45% 19.06%
5 Year 19.54% 18.2%

SIP Return Analysis

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option HSBC Midcap Fund - Regular Growth
6 Month - -
1 Year -16.23% -18.91%
3 Year 15.45% 17.09%
5 Year 19.39% 19.09%

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% 15.653%
Sharp 0.78% 0.862%
Beta 0.88% 0.871%
Alpha -0.96% 0.36%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 4.64 1.68
Small Cap 18.55 11.47
Mid Cap 69.24 63.71
Large Cap 7.57 23.14

Sector Allocation

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

HSBC Midcap Fund - Regular Growth

Others 4.64 1.68
Realty 4.9 7.01
Industrial Products 8.24 4.39
Cement & Cement Products 3.4 0.58
Chemicals & Petrochemicals 1.69 0.04
Pharmaceuticals & Biotechnology 13.12 3.82
Banks 5.51 2.15
Petroleum Products 1.35 -
Personal Products 1.73 -
Finance 7.33 0.29
Telecom - Services 2.97 0.05
Electrical Equipment 3.57 18.97
Insurance 5.26 -
Construction 3.05 -
Agricultural, Commercial & Construction Vehicles 1.39 -
Consumer Durables 2.78 11.63
IT - Software 5.23 5.25
Aerospace & Defense 1.03 3.29
Oil 0.44 -
Auto Components 5.5 -
Leisure Services 2.87 2.27
Diversified 0.81 -
Fertilizers & Agrochemicals 3.53 -
Agricultural Food & other Products 1.09 -
Transport Infrastructure 3.75 -
Textiles & Apparels 1.98 -
Transport Services 0.69 -
Power 0.82 4.74
Commercial Services & Supplies 1.33 0.5
Retailing - 8.27
IT - Services - 0.04
Healthcare Services - 3.09
Paper, Forest & Jute Products - 1.24
Capital Markets - 11.33
Industrial Manufacturing - 1.62
Cigarettes & Tobacco Products - 1.45
Financial Technology (Fintech) - 4.62
Automobiles - 0.85
Beverages - 0.83

Top Comparisons

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns5.88%

VS

HSBC Short Duration Fund - Regular Growth HSBC Short Duration Fund - Regular Growth

3Y Returns5.74%

Compare Now

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns16.7%

VS

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns7.25%

Compare Now

SBI Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns14.64%

VS

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

3Y Returns12.95%

Compare Now

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.8%

VS

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.8%

Compare Now
Add to Cart Successfully