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 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% |
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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 |
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 |
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