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Compare Tata Midcap Growth Fund vs HDFC Mid-Cap Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.85 | 1.39 |
NAV | ₹429.55 | ₹194.25 |
Fund Started | 15 Jun 1994 | 07 May 2007 |
Fund Size | ₹4701.47 Cr | ₹79717.67 Cr |
Exit Load | For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.85
1.39
NAV
₹429.55
₹194.25
Fund Started
15 Jun 1994
07 May 2007
Fund Size
₹4701.47 Cr
₹79717.67 Cr
Exit Load
For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | -0.75% | 7.91% |
3 Year | 25.95% | 32.29% |
5 Year | 26.84% | 31.99% |
1 Year
-0.75%
7.91%
3 Year
25.95%
32.29%
5 Year
26.84%
31.99%
Holding Analysis
Equity | 93.41% | 91.78% |
Cash | 6.59% | 8.22% |
Equity
93.41%
91.78%
Cash
6.59%
8.22%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.16% |
Alkem Laboratories Ltd. | 2.93% |
Cummins India Ltd. | 2.57% |
AU Small Finance Bank Ltd. | 2.51% |
Jubilant FoodWorks Ltd. | 2.51% |
Lupin Ltd. | 2.50% |
Aurobindo Pharma Ltd. | 2.44% |
ICICI Lombard General Insurance Company Ltd. | 2.39% |
Bharti Hexacom Ltd. | 2.24% |
UNO Minda Ltd. | 2.14% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.81% |
The Federal Bank Ltd. | 3.24% |
Coforge Ltd. | 3.22% |
Balkrishna Industries Ltd. | 2.94% |
Ipca Laboratories Ltd. | 2.91% |
Hindustan Petroleum Corporation Ltd. | 2.86% |
Indian Bank | 2.85% |
AU Small Finance Bank Ltd. | 2.56% |
Apollo Tyres Ltd. | 2.47% |
The Indian Hotels Company Ltd. | 2.38% |
Fund Manager
Name | Abhinav Sharma | Chirag Setalvad |
Start Date | 01 Nov 2019 | 28 Jun 2014 |
Name
Abhinav Sharma
Chirag Setalvad
Start Date
01 Nov 2019
28 Jun 2014
About Fund
Description | The scheme seeks to provide income distribution and / or medium to long term capital gains. Investment would be focussed towards mid cap stocks. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 15 Jun 1994 | 07 May 2007 |
Description
The scheme seeks to provide income distribution and / or medium to long term capital gains. Investment would be focussed towards mid cap stocks.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
15 Jun 1994
07 May 2007