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Axis Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Fund Regular Plan- Growth Option
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹4984 Cr | ₹31384 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 | -2.87% | -0.96% |
| 6 Month | 13.58% | 15.52% |
| 1 Year | -1.75% | 3.67% |
| 3 Year | 20.07% | 17.79% |
| 5 Year | 25.05% | 22.57% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.12% | 5.47% |
| 1 Year | 4.1% | 8.17% |
| 3 Year | 17.43% | 18.73% |
| 5 Year | 18.82% | 17.93% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.58% | 16.33% |
| 3 Year | 17.11% | 19.44% |
| 5 Year | 17.28% | 19.68% |
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 | 1.05% | 0.93% |
| Beta | 0.9% | 0.83% |
| Alpha | -1.2% | -1.9% |
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 | 5.6 | 13.28 |
| Mid Cap | 69.81 | 71.13 |
| Small Cap | 15.99 | 5.54 |
| Large Cap | 8.59 | 10.05 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.6 | 8.2 |
| Industrials | 19.74 | 15.82 |
| Basic Materials | 13.11 | 11.74 |
| Healthcare | 14.69 | 10.99 |
| Real Estate | 3.98 | 3.19 |
| Energy | 1.51 | 0.78 |
| Communication Services | 3.26 | 3.37 |
| Financial Services | 16.26 | 14.76 |
| Utilities | 2 | 1.23 |
| Consumer Cyclical | 13.37 | 19.93 |
| Technology | 4.09 | 9.63 |
| Consumer Defensive | 2.39 | 0.35 |
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