Mirae Asset Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Mirae Asset Midcap Fund - Regular Plan-Growth Option
Chart Comparison
Overview
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Fund | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4354 Cr | ₹15461 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Mar 2004 | 29 Jul 2019 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 69.98% | 34% |
Expense Ratio | 1.87 | 1.67 |
Manager | Satish Chandra Mishra | Ankit Jain |
ISIN Code | INF277K01626 | INF769K01EY2 |
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 | Mirae Asset Midcap Fund - Regular Plan - 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 | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
1 Month | 5.8% | 6.93% |
6 Month | -11.28% | -12.54% |
1 Year | 3.99% | 2.22% |
3 Year | 16.83% | 14.42% |
5 Year | 27.13% | 28.75% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
6 Month | -2.7% | -3.11% |
1 Year | -12.31% | -13.02% |
3 Year | 17.27% | 14.23% |
5 Year | 19.76% | 18.83% |
Rolling Lumpsum Returns
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
1 Year | 17.53% | 25.71% |
3 Year | 16.61% | 25.27% |
5 Year | 17.03% | 26.62% |
Risk Management
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 13.05% | 15.754% |
Sharp | 0.63% | 0.606% |
Beta | 0.91% | 0.932% |
Alpha | -1.79% | -4.489% |
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Fund Managers
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Name | Satish Chandra Mishra | Ankit Jain |
Total AUM | ₹13117 Cr | ₹47966 Cr |
Funds Managed | 5 | 4 |
Tata Mid Cap Growth Fund Regular Plan- Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
Market Cap
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Others | 3.85 | 0.78 |
Mid Cap | 68.81 | 66.44 |
Small Cap | 19.06 | 23.96 |
Large Cap | 8.29 | 8.82 |
Sector Allocation
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Others | 3.76 | 0.78 |
Basic Materials | 9.65 | 9.58 |
Industrials | 21.45 | 15.44 |
Healthcare | 14.6 | 12.05 |
Financial Services | 20.91 | 20.31 |
Real Estate | 4.58 | 3.07 |
Energy | 1.34 | 2.07 |
Communication Services | 3.12 | 3.83 |
Utilities | 2.79 | 4.09 |
Consumer Cyclical | 11.64 | 16.56 |
Technology | 4.98 | 8.92 |
Consumer Defensive | 1.2 | 3.28 |
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