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

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Tata Mid Cap Growth 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 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

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%

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%

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%

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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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

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

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