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Tata Mid Cap Growth Fund Regular Plan vs HDFC Mid compare

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tortoise-icon HDFC Mid-Cap Fund - Growth Plan

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tortoise-icon Tata Mid Cap Fund Regular Plan- Growth Option

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Chart Comparison

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

Overview

Scheme Name HDFC Mid-Cap Fund - Growth Plan Tata Mid Cap Fund Regular Plan- Growth Option
Fund HDFC Mid-Cap Fund - Growth Plan Tata Mid Cap Fund Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹83105 Cr ₹4946 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 25 Jun 2007 31 Mar 2004
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 14.6% 69.98%
Expense Ratio 1.39 1.87
Manager Dhruv Muchhal Satish Chandra Mishra
ISIN Code INF179K01CR2 INF277K01626
Exits Load HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name HDFC Mid-Cap Fund - Growth Plan Tata Mid Cap Fund Regular Plan- Growth Option
1 Month 2.31% 2.89%
6 Month 20.27% 18.74%
1 Year 1.04% -4.58%
3 Year 23.91% 19.36%
5 Year 28.37% 23.74%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Fund - Growth Plan Tata Mid Cap Fund Regular Plan- Growth Option
6 Month 5.13% 4.67%
1 Year 15.05% 12.03%
3 Year 22.66% 18.5%
5 Year 24.25% 19.23%

Rolling Lumpsum Returns

Scheme Name HDFC Mid-Cap Fund - Growth Plan Tata Mid Cap Fund Regular Plan- Growth Option
1 Year 14.93% 16.58%
3 Year 20.25% 17.11%
5 Year 19.59% 17.28%

Risk Management

Scheme Name HDFC Mid-Cap Fund - Growth Plan Tata Mid Cap Fund Regular Plan- Growth Option
Standard Deviation 13.84% 13.05%
Sharp 1.20% 0.89%
Beta 0.83% 0.9%
Alpha 4.36% -0.74%

Fund Managers

Scheme Name HDFC Mid-Cap Fund - Growth Plan Tata Mid Cap Fund Regular Plan- Growth Option
Name Dhruv Muchhal Satish Chandra Mishra
Total AUM ₹520687 Cr ₹13117 Cr
Funds Managed 40 5
HDFC Mid-Cap Fund - Growth Plan Tata Mid Cap Fund Regular Plan- Growth Option

Market Cap

Scheme Name

HDFC Mid-Cap Fund - Growth Plan

Tata Mid Cap Fund Regular Plan- Growth Option

Others 12.06 5.6
Mid Cap 61.58 69.81
Large Cap 7.16 8.59
Small Cap 19.2 15.99

Sector Allocation

Scheme Name

HDFC Mid-Cap Fund - Growth Plan

Tata Mid Cap Fund Regular Plan- Growth Option

Others 7.22 5.6
Basic Materials 5.74 13.11
Consumer Defensive 5.12 2.39
Consumer Cyclical 18.34 13.37
Financial Services 24.14 16.26
Industrials 10.31 19.74
Communication Services 2.93 3.26
Healthcare 12 14.69
Technology 10.2 4.09
Energy 2.77 1.51
Utilities 1.24 2
Real Estate - 3.98

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