HSBC Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare

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Tata Mid Cap Fund Regular Plan- Growth Option

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HSBC Midcap Fund - Regular Growth

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Chart Comparison

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

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)	₹4985 Cr	₹12146 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

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
1 Month	-1.4%	-2.54%
6 Month	6.8%	9.55%
1 Year	-5.3%	-0.7%
3 Year	21.64%	24.03%
5 Year	26.47%	25.35%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
6 Month	8.22%	9.7%
1 Year	8.91%	8.76%
3 Year	20.38%	23.85%
5 Year	20.77%	22.03%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
1 Year	16.58%	16.41%
3 Year	17.11%	16.42%
5 Year	17.28%	16.86%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
Standard Deviation	13.05%	17.05%
Sharp	1.25%	1.20%
Beta	0.9%	0.94%
Alpha	-1.79%	-0.02%

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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

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
Others	5.92	6.37
Mid Cap	69.53	65.44
Small Cap	15.88	13.46
Large Cap	8.67	14.73

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
Others	5.92	2.5
Industrials	19.96	24.4
Basic Materials	12.41	2.2
Healthcare	14.34	10.81
Real Estate	4.3	0.59
Energy	1.58	-
Financial Services	17.14	25.76
Communication Services	3.56	1.7
Utilities	2.16	0.81
Consumer Cyclical	12.93	16.63
Technology	4.38	10.61
Consumer Defensive	1.32	3.98