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

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)	₹4444 Cr	₹11768 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	1.73
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

Scheme Name	Tata Mid Cap Growth Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
1 Month	-4.95%	-11.24%
6 Month	-6.64%	-1.6%
1 Year	13.09%	21.78%
3 Year	17.94%	20.69%
5 Year	21.95%	20.98%

Scheme Name	Tata Mid Cap Growth Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
6 Month	-	-
1 Year	1.16%	9.34%
3 Year	22.84%	28.41%
5 Year	23.96%	25.71%

Scheme Name	Tata Mid Cap Growth Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
1 Year	17.42%	16.79%
3 Year	16.1%	15.6%
5 Year	16.97%	16.17%

Scheme Name	Tata Mid Cap Growth Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
Standard Deviation	13.05%	12.61%
Sharp	0.9%	1.33%
Beta	0.87%	0.82%
Alpha	-0.51%	1.66%

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

Scheme Name	Tata Mid Cap Growth Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
Others	4.64	1.7
Small Cap	18.55	12.79
Mid Cap	69.24	67.03
Large Cap	7.57	18.48

Scheme Name	Tata Mid Cap Growth Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
Others	4.64	1.7
Realty	4.9	6.6
Industrial Products	8.24	6.1
Cement & Cement Products	3.4	0.14
Chemicals & Petrochemicals	1.69	0.03
Pharmaceuticals & Biotechnology	13.12	3.69
Banks	5.51	2.36
Petroleum Products	1.35	-
Personal Products	1.73	-
Finance	7.33	1.2
Telecom - Services	2.97	0.05
Electrical Equipment	3.57	20.5
Insurance	5.26	-
Construction	3.05	-
Agricultural, Commercial & Construction Vehicles	1.39	-
Consumer Durables	2.78	10.2
IT - Software	5.23	4.61
Aerospace & Defense	1.03	3.59
Oil	0.44	-
Auto Components	5.5	-
Leisure Services	2.87	1.69
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	4.95
Commercial Services & Supplies	1.33	0.51
Retailing	-	8.3
IT - Services	-	0.04
Healthcare Services	-	2.8
Paper, Forest & Jute Products	-	1.42
Capital Markets	-	11
Industrial Manufacturing	-	1.74
Cigarettes & Tobacco Products	-	1.63
Financial Technology (Fintech)	-	3.74
Automobiles	-	0.92
Beverages	-	0.49