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

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

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tortoise-icon HSBC Midcap Fund - Regular Growth

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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 Very High
Asset Size (Cr) ₹4194 Cr ₹11420 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Jul 1994 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 0.75 1.73
Manager Satish Chandra Mishra Venugopal Manghat
ISIN Code INF277K01626 INF917K01254
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option HSBC Midcap Fund - Regular Growth
1 Month -5.68% -6.65%
6 Month 3.83% 10.36%
1 Year 29.46% 40.74%
3 Year 18.65% 21.45%
5 Year 24.46% 23.65%

SIP Return Analysis

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option HSBC Midcap Fund - Regular Growth
6 Month - -
1 Year 20.76% 32.98%
3 Year 28.57% 33.96%
5 Year 27.48% 28.83%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option HSBC Midcap Fund - Regular Growth
Standard Deviation 13.05% 12.61%
Sharp 0.98% 1.33%
Beta 0.87% 0.82%
Alpha 0.06% 1.66%

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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 5.23 0.95
Mid Cap 64.87 66.38
Small Cap 20.76 11.41
Large Cap 9.14 21.26

Sector Allocation

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

HSBC Midcap Fund - Regular Growth

Others 2.96 0.95
Materials 5.75 -
Chemicals 4.33 -
Financial 16.7 -
Construction 8.64 0.2
Energy 2.81 -
Healthcare 11.33 -
Consumer Staples 2.43 -
Services 8.18 -
Metals & Mining 5.22 -
Communication 2.68 -
Capital Goods 15.46 -
Automobile 5.98 -
Consumer Discretionary 2.05 -
Technology 2.71 -
Diversified 0.87 -
Textiles 1.9 -
Finance - 4.49
IT - Services - 0.19
Healthcare Services - 2.24
Pharmaceuticals & Biotechnology - 4.86
Electrical Equipment - 19.32
IT - Software - 4.07
Leisure Services - 2.29
Paper, Forest & Jute Products - 1.08
Aerospace & Defense - 3.28
Realty - 6.99
Chemicals & Petrochemicals - 0.04
Capital Markets - 7.86
Industrial Products - 6.99
Power - 6.19
Banks - 2.25
Ferrous Metals - 0.19
Consumer Durables - 8.98
Industrial Manufacturing - 1.55
Cigarettes & Tobacco Products - 1.95
Auto Components - 0.1
Telecom - Services - 0.31
Retailing - 9.12
Financial Technology (Fintech) - 2.85
Automobiles - 1.2
Cement & Cement Products - 0.15
Beverages - 0.31

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