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) | ₹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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
DSP World Mining Fund - Regular Plan - Growth
3Y Returns11.64%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns19.59%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns7.09%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.38%
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns6.99%
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.15%
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
3Y Returns6.5%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.84%