Tata Mid Cap Growth Fund Regular Plan vs HSBC Midcap Fund 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 | 7.04% | 6.96% |
6 Month | -15.49% | -18.04% |
1 Year | 3.72% | 4.82% |
3 Year | 16.81% | 17.82% |
5 Year | 29.39% | 28.15% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | -7.17% | -11.31% |
1 Year | -15.06% | -17.07% |
3 Year | 17.29% | 19.12% |
5 Year | 20.16% | 20.03% |
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 | -2.03% | -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 | 2.98 | 0.86 |
Mid Cap | 68.49 | 66.65 |
Small Cap | 20.31 | 12.46 |
Large Cap | 8.23 | 20.03 |
Sector Allocation
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 2.92 | 0.86 |
Basic Materials | 9.49 | 1.96 |
Industrials | 22.52 | 27.34 |
Healthcare | 14.75 | 8.52 |
Financial Services | 20.39 | 20.07 |
Real Estate | 4.84 | 4.66 |
Energy | 1.69 | - |
Communication Services | 2.98 | 0.06 |
Utilities | 1.87 | 4.66 |
Consumer Cyclical | 11.73 | 14.07 |
Technology | 5.68 | 15.4 |
Consumer Defensive | 1.13 | 2.39 |
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