HSBC Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Growth Fund Regular Plan- Growth Option
HSBC Midcap Fund - Regular Growth
Chart Comparison
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) | ₹4354 Cr | ₹10753 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 Growth Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Month | 5.68% | 9.73% |
6 Month | -1.38% | -1.02% |
1 Year | 3.89% | 9.1% |
3 Year | 23.64% | 25.92% |
5 Year | 28.73% | 28.02% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | 4.43% | 5.45% |
1 Year | -2.4% | 0.62% |
3 Year | 19.56% | 23.86% |
5 Year | 20.61% | 22.15% |
Rolling Lumpsum Returns
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Year | 17.53% | 17.31% |
3 Year | 16.61% | 15.78% |
5 Year | 17.03% | 16.4% |
Risk Management
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.05% | 17.037% |
Sharp | 0.78% | 0.65% |
Beta | 0.91% | 0.902% |
Alpha | -1.76% | -0.791% |
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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 |
Funds Managed | 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 | 7.34 | 0.86 |
Mid Cap | 67.05 | 66.65 |
Small Cap | 17.19 | 12.46 |
Large Cap | 8.42 | 20.03 |
Sector Allocation
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 7.34 | 0.86 |
Fertilizers & Agrochemicals | 3.25 | - |
Industrial Products | 6.41 | - |
Cement & Cement Products | 3.63 | - |
Healthcare Services | 1.77 | - |
Chemicals & Petrochemicals | 1.9 | - |
Pharmaceuticals & Biotechnology | 12.9 | - |
Banks | 6.61 | - |
Realty | 4.46 | - |
Petroleum Products | 1.5 | - |
Finance | 6.47 | - |
Telecom - Services | 3.14 | - |
Electrical Equipment | 2.37 | - |
Insurance | 5.92 | - |
Construction | 2.03 | - |
Gas | 2.11 | - |
Agricultural, Commercial & Construction Vehicles | 1.11 | - |
Consumer Durables | 2.67 | - |
IT - Software | 4.45 | - |
Aerospace & Defense | 1.11 | - |
Auto Components | 5.71 | - |
Leisure Services | 3.68 | - |
Diversified | 0.67 | - |
Agricultural Food & other Products | 1.13 | - |
Transport Infrastructure | 3.43 | - |
Textiles & Apparels | 1.99 | - |
Transport Services | 0.45 | - |
Power | 0.69 | - |
Commercial Services & Supplies | 1.1 | - |
Financial Services | - | 20.07 |
Consumer Cyclical | - | 14.07 |
Technology | - | 15.4 |
Healthcare | - | 8.52 |
Industrials | - | 27.34 |
Basic Materials | - | 1.96 |
Real Estate | - | 4.66 |
Utilities | - | 4.66 |
Consumer Defensive | - | 2.39 |
Communication Services | - | 0.06 |
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