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Axis Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Axis Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4354 Cr | ₹28380 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Mar 2004 | 18 Feb 2011 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | 69.98% | 23% |
| Expense Ratio | 1.87 | 1.58 |
| Manager | Satish Chandra Mishra | Shreyash Devalkar |
| ISIN Code | INF277K01626 | INF846K01859 |
| Exits Load | Tata Mid Cap Growth Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 7.81% | 6.66% |
| 6 Month | -14.79% | -13.33% |
| 1 Year | 6.77% | 11.39% |
| 3 Year | 17.35% | 14.53% |
| 5 Year | 29.26% | 25.46% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -7.17% | -6.47% |
| 1 Year | -15.06% | -10.45% |
| 3 Year | 17.29% | 16.53% |
| 5 Year | 20.16% | 17.87% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.53% | 16.93% |
| 3 Year | 16.61% | 19.46% |
| 5 Year | 17.03% | 19.52% |
Risk Management
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.05% | 13.08% |
| Sharp | 0.63% | 0.47% |
| Beta | 0.91% | 0.85% |
| Alpha | -2.03% | -3.84% |
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Fund Managers
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Satish Chandra Mishra | Shreyash Devalkar |
| Total AUM | ₹13117 Cr | ₹166770 Cr |
| Funds Managed | 5 | 14 |
| Tata Mid Cap Growth Fund Regular Plan- Growth Option | Axis Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.98 | 11.85 |
| Mid Cap | 68.49 | 66.15 |
| Small Cap | 20.31 | 5.26 |
| Large Cap | 8.23 | 16.73 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.92 | 11.75 |
| Basic Materials | 9.49 | 9.07 |
| Industrials | 22.52 | 13.75 |
| Healthcare | 14.75 | 12.44 |
| Financial Services | 20.39 | 13.75 |
| Real Estate | 4.84 | 4.09 |
| Energy | 1.69 | 0.58 |
| Communication Services | 2.98 | 2.22 |
| Utilities | 1.87 | 1.22 |
| Consumer Cyclical | 11.73 | 19.37 |
| Technology | 5.68 | 11.21 |
| Consumer Defensive | 1.13 | 0.56 |
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