HDFC Mid vs Tata Mid Cap Growth Fund Regular Plan compare

HDFC Mid vs Tata Mid Cap Growth Fund Regular Plan compare

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HDFC Mid-Cap Fund - Growth Plan

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Tata Mid Cap Fund Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹92169 Cr	₹5420 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	-0.58%	-0.56%
6 Month	2.16%	1.91%
1 Year	12.48%	10.02%
3 Year	24.96%	21.73%
5 Year	24.11%	19.19%

SIP Return Analysis

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Tata Mid Cap Fund Regular Plan- Growth Option
6 Month	2.27%	2.78%
1 Year	15.82%	15.34%
3 Year	18.68%	15.31%
5 Year	21.71%	17.26%

Rolling Lumpsum Returns

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Tata Mid Cap Fund Regular Plan- Growth Option
1 Year	14.3%	15.62%
3 Year	20.86%	17.69%
5 Year	20.11%	17.52%

Risk Management

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Tata Mid Cap Fund Regular Plan- Growth Option
Standard Deviation	12.9%	13.05%
Sharp	1.32%	1.07%
Beta	0.86%	0.89%
Alpha	3.32%	0.03%

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	12.16	11.76
Mid Cap	63.68	68.63
Large Cap	7.64	8.01
Small Cap	16.51	11.59

Sector Allocation

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Tata Mid Cap Fund Regular Plan- Growth Option
Others	6.97	8.59
Basic Materials	5.07	11.85
Consumer Defensive	5.56	3.98
Consumer Cyclical	16.69	14.06
Financial Services	27.28	19.83
Industrials	9.05	14.96
Communication Services	2.76	2.89
Healthcare	12.26	12.86
Technology	10.48	5.17
Energy	2.76	1.52
Utilities	1.11	1.81
Real Estate	-	2.48

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