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

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

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

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

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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 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 IDCW IDCW
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹4444 Cr ₹4444 Cr ₹4444 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹100 ₹100
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 31 Mar 2004 31 Mar 2004 31 Mar 2004
Category Mid Cap Mid Cap Mid Cap
Fund Type Open Ended 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 1.87 1.87 1.87
Manager Satish Chandra Mishra Satish Chandra Mishra Satish Chandra Mishra
ISIN Code INF277K01626 INF277K01642 INF277K01642
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 Tata Mid Cap Growth Fund - Regular Plan - IDCW charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Mid Cap Growth Fund - Regular Plan - IDCW 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 Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT
1 Month -6.96% -6.96% -6.96%
6 Month -9.67% -9.67% -9.67%
1 Year 11.06% 11.07% 11.07%
3 Year 18.1% 18.05% 18.05%
5 Year 21.62% 21.57% 21.57%

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 6.61% 6.61% 6.61%
3 Year 25.37% 25.35% 25.35%
5 Year 25.5% 25.45% 25.45%

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 0.9% 1.37% 1.37%
Beta 0.87% 0.88% 0.88%
Alpha -0.51% 1% 1%

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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 4.64 4.64 5.09
Small Cap 18.55 18.55 21.49
Mid Cap 69.24 69.24 64.84
Large Cap 7.57 7.57 8.58

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 4.64 4.64 5.09
Realty 4.9 4.9 5.31
Industrial Products 8.24 8.24 7.3
Cement & Cement Products 3.4 3.4 3.38
Chemicals & Petrochemicals 1.69 1.69 1.48
Pharmaceuticals & Biotechnology 13.12 13.12 13.45
Banks 5.51 5.51 6.29
Petroleum Products 1.35 1.35 1.42
Personal Products 1.73 1.73 -
Finance 7.33 7.33 7.41
Telecom - Services 2.97 2.97 2.97
Electrical Equipment 3.57 3.57 2.88
Insurance 5.26 5.26 4.58
Construction 3.05 3.05 2.87
Agricultural, Commercial & Construction Vehicles 1.39 1.39 1.45
Consumer Durables 2.78 2.78 2.95
IT - Software 5.23 5.23 5.37
Aerospace & Defense 1.03 1.03 1.04
Oil 0.44 0.44 0.39
Auto Components 5.5 5.5 6.05
Leisure Services 2.87 2.87 3.81
Diversified 0.81 0.81 0.67
Fertilizers & Agrochemicals 3.53 3.53 2.96
Agricultural Food & other Products 1.09 1.09 1.06
Transport Infrastructure 3.75 3.75 3.54
Textiles & Apparels 1.98 1.98 2.1
Transport Services 0.69 0.69 0.63
Power 0.82 0.82 0.66
Commercial Services & Supplies 1.33 1.33 1.7
Gas - - 1.19

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