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

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

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Tata Mid Cap 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 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)	₹5497 Cr	₹12440 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	0.25%	-0.6%
6 Month	1.32%	0.37%
1 Year	9.14%	5.81%
3 Year	22.02%	23.82%
5 Year	19.56%	19.44%

SIP Return Analysis

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
6 Month	1.49%	-1.45%
1 Year	13.67%	11.83%
3 Year	14.89%	16.82%
5 Year	17.13%	18.36%

Rolling Lumpsum Returns

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
1 Year	15.58%	15.62%
3 Year	17.72%	16.9%
5 Year	17.53%	17.22%

Risk Management

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
Standard Deviation	13.05%	12.61%
Sharp	1.07%	1.06%
Beta	0.89%	0.98%
Alpha	0.03%	0.75%

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	10.25	21.7
Large Cap	7.15	11.48
Mid Cap	71.45	46.29
Small Cap	11.15	20.54

Sector Allocation

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	HSBC Midcap Fund - Regular Growth
Others	4.12	1.39
Consumer Cyclical	14.13	13.09
Basic Materials	11.3	0.04
Healthcare	14.49	6.83
Financial Services	21.11	37.86
Technology	7.66	11.37
Real Estate	2.53	0
Energy	1.63	-
Industrials	13.74	22.52
Communication Services	3.6	2.31
Consumer Defensive	3.94	4.56
Utilities	1.75	0.02

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