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HSBC Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Fund Regular Plan- Growth Option
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Fund | Tata Mid Cap Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹5043 Cr | ₹11937 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 Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.43% | 2.57% |
| 6 Month | 10.69% | 14.62% |
| 1 Year | 2.71% | 3.51% |
| 3 Year | 21.14% | 24.34% |
| 5 Year | 24.32% | 23.85% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.44% | 1.15% |
| 1 Year | 8.43% | 12.03% |
| 3 Year | 15.13% | 19.86% |
| 5 Year | 17.22% | 19.73% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.23% | 16.13% |
| 3 Year | 17.31% | 16.52% |
| 5 Year | 17.35% | 16.98% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.55% | 16.83% |
| Sharp | 0.95% | 1.00% |
| Beta | 0.90% | 0.98% |
| Alpha | -0.58% | 1.07% |
Fund Managers
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Name | Satish Chandra Mishra | Venugopal Manghat |
| Total AUM | ₹13117 Cr | ₹41442 Cr |
| Funds Managed | 5 | 7 |
| Tata Mid Cap Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
Market Cap
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 5.89 | 8.6 |
| Mid Cap | 70.5 | 61.19 |
| Small Cap | 14.88 | 16.24 |
| Large Cap | 8.73 | 13.97 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 4.66 | 1.31 |
| Industrials | 19.77 | 26.31 |
| Basic Materials | 11.95 | 0.69 |
| Healthcare | 14.95 | 8.5 |
| Technology | 4.69 | 13.63 |
| Real Estate | 3.8 | 0.03 |
| Energy | 1.58 | - |
| Communication Services | 3.11 | 1.47 |
| Financial Services | 16.6 | 28.34 |
| Consumer Defensive | 3.17 | 5.06 |
| Utilities | 1.97 | 0.1 |
| Consumer Cyclical | 13.75 | 14.56 |
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