Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Tata Mid Cap Growth Fund Regular Plan- Growth Option

Invest Now

tortoise-icon Axis Midcap Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk Very High Risk
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 -6.88% -5.82%
6 Month -15.16% -12.64%
1 Year 4.3% 10.28%
3 Year 17.45% 14.49%
5 Year 19.54% 17.9%

SIP Return Analysis

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year -14.96% -10.05%
3 Year 16.18% 15.03%
5 Year 20.11% 17.63%

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 0.78% 0.57%
Beta 0.88% 0.84%
Alpha -0.96% -3.39%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 4.64 5.54
Small Cap 18.55 6.72
Mid Cap 69.24 69.81
Large Cap 7.57 17.97

Sector Allocation

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Axis Midcap Fund - Regular Plan - Growth

Others 4.64 5.54
Realty 4.9 4.93
Industrial Products 8.24 7.04
Cement & Cement Products 3.4 1.59
Chemicals & Petrochemicals 1.69 2.95
Pharmaceuticals & Biotechnology 13.12 7.54
Banks 5.51 4.49
Petroleum Products 1.35 0.45
Personal Products 1.73 1.03
Finance 7.33 6.28
Telecom - Services 2.97 2.15
Electrical Equipment 3.57 5.55
Insurance 5.26 1.66
Construction 3.05 -
Agricultural, Commercial & Construction Vehicles 1.39 -
Consumer Durables 2.78 3.39
IT - Software 5.23 6.78
Aerospace & Defense 1.03 1.26
Oil 0.44 0.14
Auto Components 5.5 10.37
Leisure Services 2.87 3.18
Diversified 0.81 0.66
Fertilizers & Agrochemicals 3.53 4.63
Agricultural Food & other Products 1.09 -
Transport Infrastructure 3.75 -
Textiles & Apparels 1.98 0.78
Transport Services 0.69 0.27
Power 0.82 2.16
Commercial Services & Supplies 1.33 -
IT - Services - 0.67
Healthcare Services - 4.03
Capital Markets - 1.32
Ferrous Metals - 0.35
Financial Technology (Fintech) - 1.44
Automobiles - 1.62
Industrial Manufacturing - 0.84
Retailing - 4.95

Top Comparisons

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns7.07%

VS

Edelweiss Government Securities Fund - Regular Plan - Growth Option Edelweiss Government Securities Fund - Regular Plan - Growth Option

3Y Returns6.2%

Compare Now

Kotak Emerging Equity Scheme - Growth Kotak Emerging Equity Scheme - Growth

3Y Returns18.45%

VS

Mirae Asset Midcap Fund - Regular Plan-Growth Option Mirae Asset Midcap Fund - Regular Plan-Growth Option

3Y Returns14.98%

Compare Now

Quant ESG Equity Fund Regular - Growth Quant ESG Equity Fund Regular - Growth

3Y Returns17.03%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns22.59%

Compare Now

SBI Equity Minimum Variance Fund - Regular Plan - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth

3Y Returns12.86%

VS

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns9.27%

Compare Now
Add to Cart Successfully