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

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

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tortoise-icon Axis Midcap Fund - Regular Plan - Growth

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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 Axis Midcap Fund - Regular Plan - Growth
Fund Tata Mid Cap Growth Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4194 Cr ₹30145 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Jul 1994 06 Feb 2011
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI BSE 150 MidCap Index
Turn Over 69.98% 23%
Expense Ratio 0.75 1.57
Manager Satish Chandra Mishra Shreyash Devalkar
ISIN Code INF277K01626 INF846K01859
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
1 Month -7.78% -6.93%
6 Month 10.07% 15.89%
1 Year 40.61% 43.33%
3 Year 20.21% 16.41%
5 Year 25.22% 23.05%

SIP Return Analysis

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year 23.48% 22.32%
3 Year 56.14% 43.83%
5 Year 106.77% 85.21%

Rolling Lumpsum Returns

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
1 Year 28.77% 25.5%
3 Year 75.24% 62.31%
5 Year 115% 94.68%

Risk Management

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
Standard Deviation 13.05% 13.08%
Sharp 1.2% 0.92%
Beta 0.86% 0.81%
Alpha 0.81% -1.34%

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Fund Managers

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
Name Satish Chandra Mishra Shreyash Devalkar
Total AUM ₹13117 Cr ₹166770 Cr
Fund Manage 5 14
Tata Mid Cap Growth Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Axis Midcap Fund - Regular Plan - Growth

Others 5.23 9.13
Mid Cap 64.87 65.23
Small Cap 20.76 3.26
Large Cap 9.14 22.39

Sector Allocation

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Axis Midcap Fund - Regular Plan - Growth

Others 2.96 5.04
Materials 5.75 7.43
Chemicals 4.33 7.13
Financial 16.7 12.69
Construction 8.64 3.38
Energy 2.81 3.26
Healthcare 11.33 8.69
Consumer Staples 2.43 -
Services 8.18 10.09
Metals & Mining 5.22 2.62
Communication 2.68 2.16
Capital Goods 15.46 17.55
Automobile 5.98 11.62
Consumer Discretionary 2.05 1.68
Technology 2.71 3.37
Diversified 0.87 2.09
Textiles 1.9 0.69
Insurance - 0.52

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