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) | ₹4444 Cr | ₹12350 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Mar 2004 | 19 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 | 1.87 | 1.74 |
| Manager | Satish Chandra Mishra | Ratish Varier |
| ISIN Code | INF277K01626 | INF903J01173 |
| 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 | Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.51% | -4.92% |
| 6 Month | -5.23% | 1.32% |
| 1 Year | 14.72% | 22.01% |
| 3 Year | 17.84% | 21.47% |
| 5 Year | 22.42% | 21.92% |
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 1.16% | 8.89% |
| 3 Year | 22.84% | 27.33% |
| 5 Year | 23.96% | 26.51% |
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.42% | 21.22% |
| 3 Year | 16.1% | 18.05% |
| 5 Year | 16.97% | 18.53% |
| 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 | 0.9% | 1.16% |
| Beta | 0.87% | 0.88% |
| Alpha | -0.51% | 3.17% |
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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 | 4.64 | 5.82 |
| Small Cap | 18.55 | 13.95 |
| Mid Cap | 69.24 | 67.46 |
| Large Cap | 7.57 | 13.04 |
| Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.64 | 5.82 |
| Realty | 4.9 | 3.04 |
| Industrial Products | 8.24 | 7.67 |
| Cement & Cement Products | 3.4 | 1.94 |
| Chemicals & Petrochemicals | 1.69 | 1.47 |
| Pharmaceuticals & Biotechnology | 13.12 | 6.89 |
| Banks | 5.51 | 8.64 |
| Petroleum Products | 1.35 | 1.42 |
| Personal Products | 1.73 | - |
| Finance | 7.33 | 8.57 |
| Telecom - Services | 2.97 | 1.12 |
| Electrical Equipment | 3.57 | 3.19 |
| Insurance | 5.26 | 1.28 |
| Construction | 3.05 | - |
| Agricultural, Commercial & Construction Vehicles | 1.39 | - |
| Consumer Durables | 2.78 | 6.05 |
| IT - Software | 5.23 | 4.71 |
| Aerospace & Defense | 1.03 | 1.31 |
| Oil | 0.44 | - |
| Auto Components | 5.5 | 7.23 |
| Leisure Services | 2.87 | 3.59 |
| Diversified | 0.81 | - |
| Fertilizers & Agrochemicals | 3.53 | 3.11 |
| Agricultural Food & other Products | 1.09 | 1.22 |
| Transport Infrastructure | 3.75 | - |
| Textiles & Apparels | 1.98 | - |
| Transport Services | 0.69 | 2.13 |
| Power | 0.82 | 1.71 |
| Commercial Services & Supplies | 1.33 | - |
| Healthcare Services | - | 4.37 |
| Automobiles | - | 1.48 |
| Capital Markets | - | 2.39 |
| Gas | - | 0.9 |
| Financial Technology (Fintech) | - | 1.67 |
| Food Products | - | 0.88 |
| Retailing | - | 4.29 |
| Beverages | - | 1.19 |
| Ferrous Metals | - | 0.99 |
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