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

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tortoise-icon Tata Mid Cap 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 Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
Fund Tata Mid Cap Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹4985 Cr ₹32069 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 31 Mar 2004 18 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 1.87 1.58
Manager Satish Chandra Mishra Shreyash Devalkar
ISIN Code INF277K01626 INF846K01859
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 Axis Midcap Fund - Growth 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 Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
1 Month 3.55% 1.56%
6 Month 7.35% 7.33%
1 Year -0.58% 3.42%
3 Year 23.73% 21.42%
5 Year 27.12% 24.1%

SIP Return Analysis

Scheme Name Tata Mid Cap Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
6 Month 10.33% 9.31%
1 Year 11.57% 11.44%
3 Year 21.32% 20.8%
5 Year 21.48% 19.5%

Rolling Lumpsum Returns

Scheme Name Tata Mid Cap Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
1 Year 16.93% 16.56%
3 Year 16.85% 19.31%
5 Year 17.17% 19.59%

Risk Management

Scheme Name Tata Mid Cap Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
Standard Deviation 13.05% 13.08%
Sharp 1.25% 1.18%
Beta 0.9% 0.85%
Alpha -1.79% -1.84%

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Fund Managers

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

Market Cap

Scheme Name

Tata Mid Cap Fund Regular Plan- Growth Option

Axis Midcap Fund - Regular Plan - Growth

Others 5.92 9.16
Mid Cap 69.53 72.15
Small Cap 15.88 6.31
Large Cap 8.67 12.38

Sector Allocation

Scheme Name

Tata Mid Cap Fund Regular Plan- Growth Option

Axis Midcap Fund - Regular Plan - Growth

Others 5.92 3.53
Industrials 19.96 14.63
Basic Materials 12.41 11.96
Healthcare 14.34 11.53
Real Estate 4.3 3.58
Energy 1.58 0.79
Financial Services 17.14 16.95
Communication Services 3.56 3.14
Utilities 2.16 1.35
Consumer Cyclical 12.93 21.01
Technology 4.38 11.03
Consumer Defensive 1.32 0.48

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