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

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Tata Mid Cap Fund Regular Plan- Growth Option

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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

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%

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%

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%

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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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

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

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