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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) ₹4354 Cr ₹4354 Cr ₹4354 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 -3.23% -3.23% -3.23%
6 Month -17.42% -17.42% -17.42%
1 Year 2.28% 2.28% 2.28%
3 Year 17% 16.96% 16.96%
5 Year 21.88% 21.82% 21.82%

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 -12.21% -12.21% -12.21%
1 Year -22.94% -22.94% -22.94%
3 Year 13.59% 13.58% 13.58%
5 Year 18.18% 18.13% 18.13%

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 17.53% 9.42% 9.42%
3 Year 16.61% 9.42% 9.42%
5 Year 17.03% 12.22% 12.22%

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 0.63% 1.37% 1.37%
Beta 0.91% 0.88% 0.88%
Alpha -2.03% 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 2.97659 2.97659 2.97659
Mid Cap 68.48891 68.48891 68.48891
Small Cap 20.30689 20.30689 20.30689
Large Cap 8.22763 8.22763 8.22763

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 2.91613 2.91613 2.91613
Basic Materials 9.49398 9.49398 9.49398
Industrials 22.51519 22.51519 22.51519
Healthcare 14.75152 14.75152 14.75152
Financial Services 20.39147 20.39147 20.39147
Real Estate 4.83788 4.83788 4.83788
Energy 1.69199 1.69199 1.69199
Communication Services 2.98158 2.98158 2.98158
Utilities 1.87315 1.87315 1.87315
Consumer Cyclical 11.73161 11.73161 11.73161
Technology 5.68395 5.68395 5.68395
Consumer Defensive 1.13157 1.13157 1.13157

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