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

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

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tortoise-icon Axis Midcap Fund - Regular Plan - Growth

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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 Average
Asset Size (Cr) ₹4444 Cr ₹30008 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 1.57
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 -4.95% -6.93%
6 Month -6.64% -3.69%
1 Year 13.09% 20.03%
3 Year 17.94% 14.12%
5 Year 21.95% 20.6%

SIP Return Analysis

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year 1.16% 7.73%
3 Year 22.84% 21.31%
5 Year 23.96% 21.41%

Rolling Lumpsum Returns

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
1 Year 17.42% 16.59%
3 Year 16.1% 19.75%
5 Year 16.97% 19.46%

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 0.9% 0.72%
Beta 0.87% 0.81%
Alpha -0.51% -2.31%

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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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