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 | 5.8% | 5.58% |
6 Month | -11.28% | -10.48% |
1 Year | 3.99% | 10.41% |
3 Year | 16.83% | 14.66% |
5 Year | 27.13% | 23.84% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -2.7% | -2.53% |
1 Year | -12.31% | -8.91% |
3 Year | 17.27% | 16.63% |
5 Year | 19.76% | 17.6% |
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% | 0.48% |
Beta | 0.91% | 0.85% |
Alpha | -1.79% | -3.5% |
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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 | 3.85 | 14.81 |
Mid Cap | 68.81 | 65.43 |
Small Cap | 19.06 | 4.44 |
Large Cap | 8.29 | 15.31 |
Sector Allocation
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.76 | 14.69 |
Basic Materials | 9.65 | 9.15 |
Industrials | 21.45 | 11.3 |
Healthcare | 14.6 | 12.81 |
Financial Services | 20.91 | 14.21 |
Real Estate | 4.58 | 3.19 |
Energy | 1.34 | 0.52 |
Communication Services | 3.12 | 2.97 |
Utilities | 2.79 | 1.15 |
Consumer Cyclical | 11.64 | 18.58 |
Technology | 4.98 | 10.75 |
Consumer Defensive | 1.2 | 0.68 |
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