- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Mid Cap Growth Fund Regular Plan vs HSBC Midcap Fund compare
Tata Mid Cap Fund Regular Plan- Growth Option
HSBC Midcap Fund - Regular Growth
Chart Comparison
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) | ₹5420 Cr | ₹12549 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.07% | -2.17% |
| 6 Month | 7.26% | 6.69% |
| 1 Year | 3.82% | -3.9% |
| 3 Year | 21.19% | 23.75% |
| 5 Year | 20.84% | 20.76% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.66% | 1.02% |
| 1 Year | 17.73% | 18.6% |
| 3 Year | 16.88% | 19.91% |
| 5 Year | 18.03% | 19.76% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.69% | 15.7% |
| 3 Year | 17.65% | 16.82% |
| 5 Year | 17.5% | 17.14% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.05% | 16.83% |
| Sharp | 1.02% | 1.00% |
| Beta | 0.9% | 0.98% |
| Alpha | -0.5% | 1.06% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 11.76 | 17.1 |
| Mid Cap | 68.63 | 48.73 |
| Small Cap | 11.59 | 20.75 |
| Large Cap | 8.01 | 13.42 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 8.59 | 2 |
| Industrials | 15.66 | 22.68 |
| Basic Materials | 11.85 | 0.05 |
| Healthcare | 12.86 | 7.16 |
| Technology | 5.17 | 12.62 |
| Real Estate | 2.48 | 0 |
| Energy | 1.52 | - |
| Financial Services | 19.83 | 36.24 |
| Communication Services | 2.89 | 1.87 |
| Consumer Defensive | 3.98 | 4.57 |
| Utilities | 1.81 | 0.02 |
| Consumer Cyclical | 13.36 | 12.8 |
Top Comparisons
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns18.78%
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns16.29%
Nippon India Overnight Fund - Regular Plan - Growth Option
3Y Returns6.35%
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.31%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns17.28%
HSBC Income Plus Arbitrage Active FOF - Growth
3Y Returns7.22%
HDFC Gilt Fund - Growth Plan
3Y Returns6.89%
DSP Gilt Fund - Regular Plan - Growth
3Y Returns7.03%
