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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 | 1.9 | 1.42 |
NAV | ₹372.28 | ₹166.80 |
Fund Started | 15 Jun 1994 | 07 May 2007 |
Fund Size | ₹4353.63 Cr | ₹73510.09 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
1.9
1.42
NAV
₹372.28
₹166.80
Fund Started
15 Jun 1994
07 May 2007
Fund Size
₹4353.63 Cr
₹73510.09 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 | 2.10% | 5.17% |
3 Year | 19.18% | 26.02% |
5 Year | 20.95% | 25.94% |
1 Year
2.10%
5.17%
3 Year
19.18%
26.02%
5 Year
20.95%
25.94%
Holding Analysis
Equity | 97.15% | 91.91% |
Cash | 2.85% | 8.09% |
Equity
97.15%
91.91%
Cash
2.85%
8.09%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Financial Services Ltd. | 3.33% |
Jubilant FoodWorks Ltd. | 2.91% |
Alkem Laboratories Ltd. | 2.91% |
Muthoot Finance Ltd. | 2.91% |
Lupin Ltd. | 2.87% |
Aurobindo Pharma Ltd. | 2.69% |
ICICI Lombard General Insurance Company Ltd. | 2.56% |
Cummins India Ltd. | 2.47% |
UNO Minda Ltd. | 2.39% |
Mphasis Ltd. | 2.33% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 3.86% |
The Indian Hotels Company Ltd. | 3.70% |
Coforge Ltd. | 3.38% |
Balkrishna Industries Ltd. | 3.31% |
The Federal Bank Ltd. | 3.26% |
Ipca Laboratories Ltd. | 3.11% |
Persistent Systems Ltd. | 2.95% |
Indian Bank | 2.77% |
Hindustan Petroleum Corporation Ltd. | 2.69% |
Apollo Tyres Ltd. | 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