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Tata Mid Cap Growth Fund Regular Plan vs HDFC Mid compare
HDFC Mid-Cap Opportunities Fund - Growth Plan
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Fund | HDFC Mid-Cap Opportunities Fund - Growth Plan | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹73510 Cr | ₹4354 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 Opportunities Fund - Growth Plan | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 4.46% | 4.65% |
| 6 Month | -2.11% | -2.91% |
| 1 Year | 7.3% | -0.98% |
| 3 Year | 31.8% | 25.05% |
| 5 Year | 33.12% | 27.24% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 9.86% | 9.2% |
| 1 Year | 10.12% | 4.74% |
| 3 Year | 25.08% | 20.26% |
| 5 Year | 26.17% | 20.9% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 15.2% | 16.93% |
| 3 Year | 20.01% | 16.85% |
| 5 Year | 19.47% | 17.17% |
Risk Management
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 15.301% | 13.05% |
| Sharp | 1.022% | 0.98% |
| Beta | 0.855% | 0.9% |
| Alpha | 4.384% | -2.33% |
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Fund Managers
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Satish Chandra Mishra |
| Total AUM | ₹520687 Cr | ₹13117 Cr |
| Funds Managed | 40 | 5 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Market Cap
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 8.07 | 8.64 |
| Mid Cap | 65.07 | 67.35 |
| Large Cap | 5.88 | 8.34 |
| Small Cap | 20.98 | 15.67 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 8.07 | 8.64 |
| Basic Materials | 6.21 | - |
| Consumer Defensive | 4.23 | - |
| Consumer Cyclical | 17.51 | - |
| Financial Services | 24.44 | - |
| Healthcare | 11.93 | - |
| Industrials | 10.38 | - |
| Communication Services | 3.05 | - |
| Energy | 2.69 | - |
| Utilities | 1.37 | - |
| Technology | 10.11 | - |
| 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 |
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