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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 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.86 | 1.39 |
NAV | ₹424.13 | ₹188.99 |
Fund Started | 15 Jun 1994 | 07 May 2007 |
Fund Size | ₹4494.44 Cr | ₹76060.89 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
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.86
1.39
NAV
₹424.13
₹188.99
Fund Started
15 Jun 1994
07 May 2007
Fund Size
₹4494.44 Cr
₹76060.89 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 | 23.45% | 29.79% |
3 Year | 20.53% | 28.06% |
5 Year | 24.85% | 29.03% |
1 Year
23.45%
29.79%
3 Year
20.53%
28.06%
5 Year
24.85%
29.03%
Holding Analysis
Equity | 96.30% | 91.77% |
Cash | 3.70% | 8.23% |
Equity
96.30%
91.77%
Cash
3.70%
8.23%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Financial Services Ltd. | 3.28% |
Alkem Laboratories Ltd. | 3.14% |
Muthoot Finance Ltd. | 2.99% |
Cummins India Ltd. | 2.87% |
Aurobindo Pharma Ltd. | 2.81% |
UNO Minda Ltd. | 2.34% |
Mphasis Ltd. | 2.32% |
Jubilant FoodWorks Ltd. | 2.29% |
Lupin Ltd. | 2.28% |
PI Industries Ltd. | 2.26% |
Name | Assets |
|---|---|
The Indian Hotels Company Ltd. | 4.19% |
Max Financial Services Ltd. | 3.67% |
The Federal Bank Ltd. | 3.51% |
Coforge Ltd. | 3.43% |
Ipca Laboratories Ltd. | 3.20% |
Balkrishna Industries Ltd. | 2.87% |
Apollo Tyres Ltd. | 2.81% |
Persistent Systems Ltd. | 2.79% |
Indian Bank | 2.76% |
Hindustan Petroleum Corporation Ltd. | 2.64% |
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
