Tata Mid Cap Growth Fund Regular Plan vs HDFC Mid compare
HDFC Mid-Cap Fund - Growth Plan
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
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) | ₹89383 Cr | ₹5283 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 | 0.47% | 0.34% |
| 6 Month | 7.03% | 6.27% |
| 1 Year | 5.94% | 1.74% |
| 3 Year | 24.58% | 20.46% |
| 5 Year | 26.08% | 21.34% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 4.37% | 3.37% |
| 1 Year | 20.93% | 17.06% |
| 3 Year | 21.3% | 16.81% |
| 5 Year | 23.21% | 18.08% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 14.41% | 15.85% |
| 3 Year | 20.66% | 17.59% |
| 5 Year | 20% | 17.48% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 13.85% | 14.55% |
| Sharp | 1.25% | 0.96% |
| Beta | 0.86% | 0.90% |
| Alpha | 3.57% | -0.37% |
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 | 11.57 | 4.61 |
| Mid Cap | 63.25 | 69.06 |
| Large Cap | 7.66 | 10.99 |
| Small Cap | 17.53 | 15.34 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 6.72 | 4.61 |
| Basic Materials | 5.26 | - |
| Consumer Defensive | 5.46 | - |
| Consumer Cyclical | 17.37 | - |
| Financial Services | 26.05 | - |
| Industrials | 9.54 | - |
| Communication Services | 2.97 | - |
| Healthcare | 12.3 | - |
| Technology | 10.16 | - |
| Energy | 2.96 | - |
| Utilities | 1.21 | - |
| Industrial Products | - | 6.8 |
| Cement & Cement Products | - | 4 |
| Healthcare Services | - | 3.08 |
| Chemicals & Petrochemicals | - | 2.9 |
| IT - Software | - | 4.87 |
| Realty | - | 3.28 |
| Petroleum Products | - | 1.62 |
| Pharmaceuticals & Biotechnology | - | 11.62 |
| Telecom - Services | - | 3.27 |
| Finance | - | 5.72 |
| Electrical Equipment | - | 2.23 |
| Banks | - | 8.2 |
| Insurance | - | 4.46 |
| Agricultural Food & other Products | - | 3.15 |
| Construction | - | 0.84 |
| Gas | - | 1.44 |
| Agricultural, Commercial & Construction Vehicles | - | 1.07 |
| Consumer Durables | - | 3.29 |
| Aerospace & Defense | - | 1.29 |
| Auto Components | - | 7.18 |
| Leisure Services | - | 2.79 |
| Diversified | - | 0.59 |
| Fertilizers & Agrochemicals | - | 4.01 |
| Transport Infrastructure | - | 2.91 |
| Ferrous Metals | - | 1.01 |
| Textiles & Apparels | - | 1.75 |
| Transport Services | - | 0.69 |
| Power | - | 0.5 |
| Commercial Services & Supplies | - | 0.83 |
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