- 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) | ₹5043 Cr | ₹11937 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 | 3.43% | 2.57% |
| 6 Month | 10.69% | 14.62% |
| 1 Year | 2.71% | 3.51% |
| 3 Year | 21.14% | 24.34% |
| 5 Year | 24.32% | 23.85% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.44% | 1.15% |
| 1 Year | 8.43% | 12.03% |
| 3 Year | 15.13% | 19.86% |
| 5 Year | 17.22% | 19.73% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.23% | 16.13% |
| 3 Year | 17.31% | 16.52% |
| 5 Year | 17.35% | 16.98% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.55% | 16.83% |
| Sharp | 0.95% | 1.00% |
| Beta | 0.90% | 0.98% |
| Alpha | -0.58% | 1.07% |
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 | 5.89 | 8.6 |
| Mid Cap | 70.5 | 61.19 |
| Small Cap | 14.88 | 16.24 |
| Large Cap | 8.73 | 13.97 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 4.66 | 1.31 |
| Industrials | 19.77 | 26.31 |
| Basic Materials | 11.95 | 0.69 |
| Healthcare | 14.95 | 8.5 |
| Technology | 4.69 | 13.63 |
| Real Estate | 3.8 | 0.03 |
| Energy | 1.58 | - |
| Communication Services | 3.11 | 1.47 |
| Financial Services | 16.6 | 28.34 |
| Consumer Defensive | 3.17 | 5.06 |
| Utilities | 1.97 | 0.1 |
| Consumer Cyclical | 13.75 | 14.56 |
Top Comparisons
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns19.71%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns22.95%
Kotak Banking and PSU Debt - Growth
3Y Returns7.57%
INVESCO INDIA BANKING AND PSU FUND - Growth Option
3Y Returns7.52%
Kotak Large & Midcap Fund - Growth
3Y Returns18.8%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns27.5%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns11.65%
BANDHAN Equity Savings Fund - Regular Plan - Growth
3Y Returns7.63%
