Compare Tata Mid Cap Fund vs HSBC Midcap Fund
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.75
2.17
NAV
₹505.84
₹508.59
Fund Started
15 Jun 1994
25 Jun 2004
Fund Size
₹5604.35 Cr
₹13386.58 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
1 Year
5.20%
18.03%
3 Year
17.90%
26.75%
5 Year
15.93%
18.82%
Equity
93.63%
98.63%
Cash
6.37%
1.38%
Top 10 Holdings
Mankind Pharma Ltd. | 3.21% |
The Federal Bank Ltd. | 3.07% |
Bharat Heavy Electricals Ltd. | 2.90% |
Indian Bank | 2.79% |
Indusind Bank Ltd. | 2.78% |
AU Small Finance Bank Ltd. | 2.72% |
Max Financial Services Ltd. | 2.69% |
UPL Ltd. | 2.63% |
Glenmark Pharmaceuticals Ltd. | 2.58% |
Marico Ltd. | 2.42% |
BSE Ltd. | 5.13% |
GE Vernova T&D India Ltd | 4.94% |
FSN E-Commerce Ventures Ltd. | 4.85% |
Hitachi Energy India Ltd. | 4.72% |
Billionbrains Garage Ventures Ltd. | 3.88% |
The Federal Bank Ltd. | 3.86% |
Piramal Finance Ltd. | 3.51% |
PB Fintech Ltd. | 3.43% |
Lenskart Solutions Ltd. | 3.23% |
Bharat Electronics Ltd. | 3.01% |
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 generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
Launch Date
15 Jun 1994
25 Jun 2004
