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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 | 1.88 | 1.42 |
NAV | ₹401.77 | ₹179.60 |
Fund Started | 15 Jun 1994 | 07 May 2007 |
Fund Size | ₹4333.24 Cr | ₹72610.08 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
1.88
1.42
NAV
₹401.77
₹179.60
Fund Started
15 Jun 1994
07 May 2007
Fund Size
₹4333.24 Cr
₹72610.08 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 | 2.38% | 9.39% |
3 Year | 19.98% | 26.15% |
5 Year | 28.08% | 33.72% |
1 Year
2.38%
9.39%
3 Year
19.98%
26.15%
5 Year
28.08%
33.72%
Holding Analysis
Equity | 92.66% | 93.02% |
Cash | 7.34% | 6.98% |
Equity
92.66%
93.02%
Cash
7.34%
6.98%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Financial Services Ltd. | 3.44% |
Alkem Laboratories Ltd. | 3.04% |
Lupin Ltd. | 2.81% |
Jubilant FoodWorks Ltd. | 2.76% |
Aurobindo Pharma Ltd. | 2.68% |
Cummins India Ltd. | 2.60% |
ICICI Lombard General Insurance Company Ltd. | 2.48% |
Muthoot Finance Ltd. | 2.31% |
Indraprastha Gas Ltd. | 2.11% |
AU Small Finance Bank Ltd. | 2.10% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.04% |
The Indian Hotels Company Ltd. | 3.69% |
The Federal Bank Ltd. | 3.39% |
Coforge Ltd. | 3.36% |
Ipca Laboratories Ltd. | 3.27% |
Balkrishna Industries Ltd. | 3.22% |
Hindustan Petroleum Corporation Ltd. | 2.76% |
Indian Bank | 2.75% |
Persistent Systems Ltd. | 2.73% |
Apollo Tyres Ltd. | 2.46% |
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