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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
Overview
| 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) | ₹4354 Cr | ₹11638 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 | 1.77 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 5.8% | 7.63% |
| 6 Month | -11.28% | -10.58% |
| 1 Year | 3.99% | 11.86% |
| 3 Year | 16.83% | 20.48% |
| 5 Year | 27.13% | 28.5% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -5.55% | -5.21% |
| 1 Year | -17.57% | -12.53% |
| 3 Year | 14.85% | 19.18% |
| 5 Year | 18.24% | 21.22% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.53% | 21.47% |
| 3 Year | 16.61% | 18.34% |
| 5 Year | 17.03% | 18.67% |
Risk Management
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.05% | 16.453% |
| Sharp | 0.63% | 0.764% |
| Beta | 0.91% | 0.915% |
| Alpha | -1.79% | 0.528% |
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Fund Managers
| 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 |
| Funds Managed | 5 | 3 |
| Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.85 | 6.38 |
| Mid Cap | 68.81 | 65.33 |
| Small Cap | 19.06 | 13.03 |
| Large Cap | 8.29 | 15.27 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.76 | 5.37 |
| Basic Materials | 9.65 | 9.99 |
| Industrials | 21.45 | 14.82 |
| Healthcare | 14.6 | 11.03 |
| Financial Services | 20.91 | 19.52 |
| Real Estate | 4.58 | 3.43 |
| Energy | 1.34 | 1.7 |
| Communication Services | 3.12 | 3.32 |
| Utilities | 2.79 | 2.1 |
| Consumer Cyclical | 11.64 | 18.88 |
| Technology | 4.98 | 6.45 |
| Consumer Defensive | 1.2 | 3.4 |
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