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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 | 1.87 | 1.39 |
NAV | ₹408.13 | ₹180.54 |
Fund Started | 15 Jun 1994 | 07 May 2007 |
Fund Size | ₹4529.49 Cr | ₹77967.21 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
1.87
1.39
NAV
₹408.13
₹180.54
Fund Started
15 Jun 1994
07 May 2007
Fund Size
₹4529.49 Cr
₹77967.21 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 | 15.81% | 20.64% |
3 Year | 16.82% | 23.38% |
5 Year | 22.24% | 26.25% |
1 Year
15.81%
20.64%
3 Year
16.82%
23.38%
5 Year
22.24%
26.25%
Holding Analysis
Equity | 94.91% | 90.52% |
Cash | 5.09% | 9.48% |
Equity
94.91%
90.52%
Cash
5.09%
9.48%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Muthoot Finance Ltd. | 3.30% |
Max Financial Services Ltd. | 3.20% |
Alkem Laboratories Ltd. | 3.11% |
Aurobindo Pharma Ltd. | 2.95% |
Jubilant FoodWorks Ltd. | 2.85% |
Cummins India Ltd. | 2.67% |
Lupin Ltd. | 2.60% |
Oberoi Realty Ltd. | 2.55% |
UNO Minda Ltd. | 2.33% |
Mphasis Ltd. | 2.20% |
Name | Assets |
|---|---|
The Indian Hotels Company Ltd. | 4.41% |
Coforge Ltd. | 3.72% |
Max Financial Services Ltd. | 3.54% |
Ipca Laboratories Ltd. | 3.44% |
The Federal Bank Ltd. | 3.25% |
Balkrishna Industries Ltd. | 3.05% |
Persistent Systems Ltd. | 2.98% |
Apollo Tyres Ltd. | 2.84% |
Hindustan Petroleum Corporation Ltd. | 2.80% |
Indian Bank | 2.49% |
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
