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 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% |
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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 |
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 |
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