Sundaram Mid Cap Fund Regular Plan vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4194 Cr | ₹11825 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 01 Jul 1994 | 01 Jul 2002 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 69.98% | 45% |
| Expense Ratio | 0.75 | 1.73 |
| Manager | Satish Chandra Mishra | Ratish Varier |
| ISIN Code | INF277K01626 | INF903J01173 |
| Exits Load | For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 5.31% | 3.73% |
| 6 Month | 32.3% | 26.72% |
| 1 Year | 46.49% | 55.76% |
| 3 Year | 23.54% | 27.27% |
| 5 Year | 28.28% | 27% |
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 23.48% | 21.78% |
| 3 Year | 56.14% | 55% |
| 5 Year | 106.77% | 101.07% |
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 28.77% | 26.93% |
| 3 Year | 75.24% | 73.41% |
| 5 Year | 115% | 110.61% |
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.05% | 13.35% |
| Sharp | 1.2% | 1.37% |
| Beta | 0.84% | 0.87% |
| Alpha | -0.09% | 1.34% |
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| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Satish Chandra Mishra | Ratish Varier |
| Total AUM | ₹13117 Cr | ₹12102 Cr |
| Fund Manage | 5 | 3 |
| Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
| Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.23 | 6.5 |
| Mid Cap | 64.87 | 66.49 |
| Small Cap | 20.76 | 9.85 |
| Large Cap | 9.14 | 17.11 |
| Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.96 | 2.66 |
| Materials | 5.75 | 5.11 |
| Chemicals | 4.33 | 3.8 |
| Financial | 16.7 | 18.38 |
| Construction | 8.64 | 2.45 |
| Energy | 2.81 | 4.29 |
| Healthcare | 11.33 | 10.83 |
| Consumer Staples | 2.43 | 1.94 |
| Services | 8.18 | 13.57 |
| Metals & Mining | 5.22 | 3.91 |
| Communication | 2.68 | 0.34 |
| Capital Goods | 15.46 | 11.59 |
| Automobile | 5.98 | 9.82 |
| Consumer Discretionary | 2.05 | 4.72 |
| Technology | 2.71 | 4.25 |
| Diversified | 0.87 | - |
| Textiles | 1.9 | - |
| Insurance | - | 0.46 |
| Unclassified | - | 1.83 |
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