What is the risk comparison between Axis Midcap Fund - Regular Plan - Growth and Tata Mid Cap Fund Regular Plan- Growth Option?

Axis Midcap Fund - Regular Plan - Growth is more volatile than Tata Mid Cap Fund Regular Plan- Growth Option. Choose a fund based on your risk tolerance and goals.

Axis Midcap Fund - Regular Plan - Growth vs Tata Mid Cap Fund Regular Plan- Growth Option: Which has better AUM growth?

Axis Midcap Fund - Regular Plan - Growth has Rs 31717.15 crore in AUM and Tata Mid Cap Fund Regular Plan- Growth Option has Rs 5497.27 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

Which fund has a lower expense ratio, Axis Midcap Fund - Regular Plan - Growth or Tata Mid Cap Fund Regular Plan- Growth Option?

Axis Midcap Fund - Regular Plan - Growth has an expense ratio of 1.58% and Tata Mid Cap Fund Regular Plan- Growth Option has 1.87%. Axis Midcap Fund - Regular Plan - Growth has a lower ratio, which means it can give better net returns.

Axis Midcap Fund - Regular Plan - Growth or Tata Mid Cap Fund Regular Plan- Growth Option: Which beats its benchmark more consistently?

Axis Midcap Fund - Regular Plan - Growth has outperformed the benchmark more consistently with an average of 15.72% over 5 years than Tata Mid Cap Fund Regular Plan- Growth Option with 15.72%. Axis Midcap Fund - Regular Plan - Growth has performed better against its benchmark.

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

Compare Up to 4 FundsFree Analysis

Axis Midcap Fund - Regular Plan - Growth

Mid Capvery high Risk

Tata Mid Cap Fund Regular Plan- Growth Option

Mid Capmedium Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

16.27 %

Expense Ratio

1.58 %

The trade-off:

Verdict Lock

Returns (5Y)

18.65 %

Expense Ratio

1.87 %

The trade-off:

Verdict Lock

Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

Complete Fund Review

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METRICS

Tata Mid Cap Fund Regular Plan- Growth Option

Axis Midcap Fund - Regular Plan - Growth

Basic Overview

Current NAV

₹ 430.02

₹ 109.05

Benchmark

NIFTY Midcap 150 TRI

BSE 150 MidCap Index

Fund Size (AUM)

₹5497 Cr

₹31717 Cr

Expense Ratio

1.87%

1.58%

Launch Date

31 Mar 2004

18 Feb 2011

SIP Returns

1 Year Return

16.56%

7.72%

3 Year Return

15.17%

13.40%

5 Year Return

17.41%

14.67%

Since Inception

17.53%

19.77%

Trailing Returns

1 Month Return

-5.77%

-4.54%

3 Month Return

1.80%

-2.37%

1 Year Return

6.85%

6.06%

3 Year Return

21.48%

18.66%

5 Year Return

18.65%

16.27%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

0.03

-1.15

Beta

0.89

0.82

Sharpe Ratio

1.07

0.93

Standard Deviation

13.05

13.08

Investment & Taxes

Min SIP Amount

₹ 100

Min Lumpsum

₹ 5,000

₹ 100

Exit 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

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Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Tata Mid Cap Fund Regular Plan- Growth Option3 /100

Outstanding protection during market downturns.

Axis Midcap Fund - Regular Plan - Growth3 /100

More vulnerable during market declines.

Tata Mid Cap Fund Regular Plan- Growth Option3 /100

Outstanding protection during market downturns.

Axis Midcap Fund - Regular Plan - Growth3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Tata Mid Cap Fund Regular Plan- Growth Option0.0%

Axis Midcap Fund - Regular Plan - Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

Tata Mid Cap Fund Regular Plan- Growth Optionslow

Axis Midcap Fund - Regular Plan - Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

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Annual Performance History

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MONTHLY INVESTMENT

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₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

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Note: SIP value calculations are based on historical NAV data of funds.

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Axis Midcap Fund - Regular Plan - Growth had a 5-year average annual growth rate of 16.27%, while Tata Mid Cap Fund Regular Plan- Growth Option's was 18.65%. Tata Mid Cap Fund Regular Plan- Growth Option is better for long-term growth.