HDFC Mid vs Tata Mid Cap Growth Fund Regular Plan compare
HDFC Mid-Cap Fund - Growth Plan
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Fund | HDFC Mid-Cap Fund - Growth Plan | Tata Mid Cap Fund Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹83105 Cr | ₹4946 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Jun 2007 | 31 Mar 2004 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 14.6% | 69.98% |
Expense Ratio | 1.39 | 1.87 |
Manager | Dhruv Muchhal | Satish Chandra Mishra |
ISIN Code | INF179K01CR2 | INF277K01626 |
Exits Load | HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
1 Month | 2.31% | 2.89% |
6 Month | 20.27% | 18.74% |
1 Year | 1.04% | -4.58% |
3 Year | 23.91% | 19.36% |
5 Year | 28.37% | 23.74% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
6 Month | 5.13% | 4.67% |
1 Year | 15.05% | 12.03% |
3 Year | 22.66% | 18.5% |
5 Year | 24.25% | 19.23% |
Rolling Lumpsum Returns
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
1 Year | 14.93% | 16.58% |
3 Year | 20.25% | 17.11% |
5 Year | 19.59% | 17.28% |
Risk Management
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 13.84% | 13.05% |
Sharp | 1.20% | 0.89% |
Beta | 0.83% | 0.9% |
Alpha | 4.36% | -0.74% |
Fund Managers
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Name | Dhruv Muchhal | Satish Chandra Mishra |
Total AUM | ₹520687 Cr | ₹13117 Cr |
Funds Managed | 40 | 5 |
HDFC Mid-Cap Fund - Growth Plan | Tata Mid Cap Fund Regular Plan- Growth Option |
Market Cap
Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Others | 12.06 | 5.6 |
Mid Cap | 61.58 | 69.81 |
Large Cap | 7.16 | 8.59 |
Small Cap | 19.2 | 15.99 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Others | 7.22 | 5.6 |
Basic Materials | 5.74 | 13.11 |
Consumer Defensive | 5.12 | 2.39 |
Consumer Cyclical | 18.34 | 13.37 |
Financial Services | 24.14 | 16.26 |
Industrials | 10.31 | 19.74 |
Communication Services | 2.93 | 3.26 |
Healthcare | 12 | 14.69 |
Technology | 10.2 | 4.09 |
Energy | 2.77 | 1.51 |
Utilities | 1.24 | 2 |
Real Estate | - | 3.98 |
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