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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 | 4.65% | 5.01% |
| 6 Month | -2.91% | -8.69% |
| 1 Year | -0.98% | 4.75% |
| 3 Year | 25.05% | 27.19% |
| 5 Year | 27.24% | 27.01% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 9.2% | 11.72% |
| 1 Year | 4.74% | 6.7% |
| 3 Year | 20.26% | 24.32% |
| 5 Year | 20.9% | 22.36% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.93% | 16.68% |
| 3 Year | 16.85% | 16.07% |
| 5 Year | 17.17% | 16.64% |
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 | 0.98% | 0.65% |
| Beta | 0.9% | 0.902% |
| Alpha | -2.33% | -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 | 8.64 | 0.86 |
| Mid Cap | 67.35 | 66.65 |
| Small Cap | 15.67 | 12.46 |
| Large Cap | 8.34 | 20.03 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 8.64 | 0.86 |
| Fertilizers & Agrochemicals | 3.31 | - |
| Industrial Products | 5.81 | - |
| Cement & Cement Products | 4.33 | - |
| Healthcare Services | 2.94 | - |
| Chemicals & Petrochemicals | 1.86 | - |
| Pharmaceuticals & Biotechnology | 12.48 | - |
| Realty | 4.4 | - |
| Petroleum Products | 1.51 | - |
| Finance | 5.39 | - |
| Telecom - Services | 3.55 | - |
| Electrical Equipment | 2.16 | - |
| Banks | 5.9 | - |
| Insurance | 6.27 | - |
| Construction | 0.88 | - |
| Gas | 1.92 | - |
| Agricultural, Commercial & Construction Vehicles | 1.18 | - |
| Consumer Durables | 2.3 | - |
| IT - Software | 4.39 | - |
| Aerospace & Defense | 1.12 | - |
| Auto Components | 5.56 | - |
| Leisure Services | 3.78 | - |
| Diversified | 0.67 | - |
| Agricultural Food & other Products | 1.14 | - |
| Transport Infrastructure | 3.17 | - |
| Ferrous Metals | 0.99 | - |
| Textiles & Apparels | 2.07 | - |
| Transport Services | 0.5 | - |
| Power | 0.68 | - |
| 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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