Compare Tata Mid Cap Fund vs HDFC Mid Cap Fund
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.83 | 1.36 |
NAV | ₹442.83 | ₹201.64 |
Fund Started | 15 Jun 1994 | 07 May 2007 |
Fund Size | ₹5497.27 Cr | ₹92641.55 Cr |
Exit Load | Exit load of 0.50%, if redeemed within 30 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
1.83
1.36
NAV
₹442.83
₹201.64
Fund Started
15 Jun 1994
07 May 2007
Fund Size
₹5497.27 Cr
₹92641.55 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load of 1% if redeemed within 1 year.
1 Year | 8.45% | 11.62% |
3 Year | 21.86% | 25.20% |
5 Year | 19.33% | 24.45% |
1 Year
8.45%
11.62%
3 Year
21.86%
25.20%
5 Year
19.33%
24.45%
Equity | 95.88% | 92.88% |
Cash | 4.12% | 7.12% |
Equity
95.88%
92.88%
Cash
4.12%
7.12%
Top 10 Holdings |
|
|
Top 10 Holdings
UPL Ltd. | 3.33% |
The Federal Bank Ltd. | 2.92% |
Indian Bank | 2.80% |
Alkem Laboratories Ltd. | 2.79% |
AU Small Finance Bank Ltd. | 2.71% |
UNO Minda Ltd. | 2.34% |
L&T Finance Ltd. | 2.30% |
Max Financial Services Ltd. | 2.28% |
Glenmark Pharmaceuticals Ltd. | 2.22% |
Aurobindo Pharma Ltd. | 2.15% |
Max Financial Services Ltd. | 4.65% |
AU Small Finance Bank Ltd. | 4.21% |
The Federal Bank Ltd. | 3.69% |
Indian Bank | 3.33% |
Balkrishna Industries Ltd. | 3.31% |
Hindustan Petroleum Corporation Ltd. | 2.99% |
Coforge Ltd. | 2.80% |
Glenmark Pharmaceuticals Ltd. | 2.78% |
Ipca Laboratories Ltd. | 2.74% |
Mahindra & Mahindra Financial Services Ltd. | 2.70% |
Name | - | - |
Start Date | - | - |
Name
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Start Date
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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