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

Link copied to clipboard!

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

Invest Now

tortoise-icon Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT

Invest Now

tortoise-icon Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT

Invest Now

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 Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT
Fund Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT
Investment Plan Growth Dividend Growth
Level of Risk Very High Average Average
Asset Size (Cr) ₹4194 Cr ₹4194 Cr ₹4194 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹100 ₹100
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 01 Jul 1994 31 Mar 2004 31 Mar 2004
Category Mid Cap Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 69.98% 69.98% 69.98%
Expense Ratio 0.75 0.75 0.75
Manager Satish Chandra Mishra Satish Chandra Mishra Satish Chandra Mishra
ISIN Code INF277K01626 INF277K01642 INF277K01642
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 12% of the investments, an exit load of 1% if redeemed within 365 days./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT
1 Month -5.68% -5.68% -5.68%
6 Month 3.83% 3.83% 3.83%
1 Year 30.1% 30.1% 30.1%
3 Year 18.65% 18.6% 18.6%
5 Year 24.46% 24.4% 24.4%

SIP Return Analysis

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT
6 Month - - -
1 Year 20.76% 20.76% 20.76%
3 Year 28.57% 28.54% 28.54%
5 Year 27.48% 27.42% 27.42%

Rolling Lumpsum Returns

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT
1 Year 17.42% 8.78% 8.78%
3 Year 16.1% 8.86% 8.86%
5 Year 16.97% 12.07% 12.07%

Risk Management

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT
Standard Deviation 13.05% 13.05% 13.05%
Sharp 0.98% 1.37% 1.37%
Beta 0.87% 0.88% 0.88%
Alpha 0.06% 1% 1%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT
Name Satish Chandra Mishra Satish Chandra Mishra Satish Chandra Mishra
Total AUM ₹13117 Cr ₹13117 Cr ₹13117 Cr
Fund Manage 5 5 5
Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT

Market Cap

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT

Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT

Others 5.23 5.23 1.23
Mid Cap 64.87 64.87 67.06
Small Cap 20.76 20.76 22.11
Large Cap 9.14 9.14 9.6

Sector Allocation

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT

Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT

Others 2.96 2.96 1.23
Materials 5.75 5.75 -
Chemicals 4.33 4.33 -
Financial 16.7 16.7 -
Construction 8.64 8.64 1.52
Energy 2.81 2.81 -
Healthcare 11.33 11.33 -
Consumer Staples 2.43 2.43 -
Services 8.18 8.18 -
Metals & Mining 5.22 5.22 -
Communication 2.68 2.68 -
Capital Goods 15.46 15.46 -
Automobile 5.98 5.98 -
Consumer Discretionary 2.05 2.05 -
Technology 2.71 2.71 -
Diversified 0.87 0.87 0.88
Textiles 1.9 1.9 -
Industrial Products - - 9.83
Cement & Cement Products - - 2.5
Chemicals & Petrochemicals - - 1.86
Banks - - 5.86
Realty - - 5.51
Petroleum Products - - 1.38
Pharmaceuticals & Biotechnology - - 12.24
Personal Products - - 1.94
Transport Services - - 1.68
Finance - - 9.28
Telecom - Services - - 3.02
Electrical Equipment - - 5.85
Insurance - - 4.06
Agricultural, Commercial & Construction Vehicles - - 1.71
Consumer Durables - - 3.13
IT - Software - - 4.56
Aerospace and Defense - - 1.77
Auto Components - - 5.72
Leisure Services - - 2.43
Fertilizers & Agrochemicals - - 2.48
Agricultural Food & other Products - - 1.04
Transport Infrastructure - - 4.11
Textiles & Apparels - - 1.88
Power - - 1.41
Commercial Services & Supplies - - 1.12

Top Comparisons

Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

3Y Returns4.47%

VS

Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

3Y Returns5.5%

Compare Now

Nippon India Large Cap Fund- Growth Plan Bonus Option Nippon India Large Cap Fund- Growth Plan Bonus Option

3Y Returns18.29%

VS

LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Growth

3Y Returns7.76%

Compare Now

Tata Silver ETF Fund of Fund - Regular (G) Tata Silver ETF Fund of Fund - Regular (G)

3Y Returns0%

VS

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

3Y Returns8.65%

Compare Now

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

3Y Returns13.56%

VS

HSBC Medium Duration Fund - Regular Growth HSBC Medium Duration Fund - Regular Growth

3Y Returns5.67%

Compare Now
Request call back
Add to Cart Successfully