Tata Mid Cap Growth Fund Regular Plan vs Edelweiss Mid Cap Fund compare

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

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

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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 Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Fund Tata Mid Cap Growth Fund Regular Plan- Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4444 Cr ₹7677 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 31 Mar 2004 26 Dec 2007
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 69.98% 43%
Expense Ratio 1.87 1.74
Manager Satish Chandra Mishra Trideep Bhattacharya
ISIN Code INF277K01626 INF843K01013
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 Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month -6.35% -7.08%
6 Month -7.13% 1.73%
1 Year 15.82% 30.69%
3 Year 17.76% 22.65%
5 Year 23.25% 28.58%

SIP Return Analysis

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 2.72% 18.84%
3 Year 23.37% 31.06%
5 Year 24.15% 30.22%

Rolling Lumpsum Returns

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 17.42% 15.6%
3 Year 16.1% 20.1%
5 Year 16.97% 19.8%

Risk Management

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.05% 13.78%
Sharp 0.9% 1.29%
Beta 0.87% 0.92%
Alpha -0.51% 2.24%

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Fund Managers

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Name Satish Chandra Mishra Trideep Bhattacharya
Total AUM ₹13117 Cr ₹0 Cr
Fund Manage 5 9
Tata Mid Cap Growth Fund Regular Plan- Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 4.64 9.49
Small Cap 18.55 14.49
Mid Cap 69.24 62.94
Large Cap 7.57 13.08

Sector Allocation

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 4.64 3.31
Realty 4.9 -
Industrial Products 8.24 -
Cement & Cement Products 3.4 -
Chemicals & Petrochemicals 1.69 -
Pharmaceuticals & Biotechnology 13.12 -
Banks 5.51 -
Petroleum Products 1.35 -
Personal Products 1.73 -
Finance 7.33 -
Telecom - Services 2.97 -
Electrical Equipment 3.57 -
Insurance 5.26 -
Construction 3.05 4.54
Agricultural, Commercial & Construction Vehicles 1.39 -
Consumer Durables 2.78 -
IT - Software 5.23 -
Aerospace & Defense 1.03 -
Oil 0.44 -
Auto Components 5.5 -
Leisure Services 2.87 -
Diversified 0.81 -
Fertilizers & Agrochemicals 3.53 -
Agricultural Food & other Products 1.09 -
Transport Infrastructure 3.75 -
Textiles & Apparels 1.98 -
Transport Services 0.69 -
Power 0.82 -
Commercial Services & Supplies 1.33 -
Materials - 5.49
Consumer Staples - 1.87
Healthcare - 6.29
Financial - 14.64
Services - 11.48
Capital Goods - 20.88
Automobile - 11.39
Communication - 1.48
Metals & Mining - 6.29
Consumer Discretionary - 1.97
Technology - 5.63
Energy - 0.95
Chemicals - 3.48
Textiles - 0.31

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