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)	₹5043 Cr	₹31147 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	3.37%	2.1%
6 Month	12.06%	11.3%
1 Year	4%	5.77%
3 Year	21.05%	18.77%
5 Year	24.15%	21.39%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Axis Midcap Fund - Regular Plan - Growth
6 Month	4.1%	2.46%
1 Year	15.8%	14.22%
3 Year	17.75%	18.29%
5 Year	18.7%	17.26%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Axis Midcap Fund - Regular Plan - Growth
1 Year	16.23%	16.23%
3 Year	17.31%	19.32%
5 Year	17.35%	19.77%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Axis Midcap Fund - Regular Plan - Growth
Standard Deviation	13.05%	13.08%
Sharp	0.96%	0.82%
Beta	0.9%	0.83%
Alpha	-0.61%	-1.63%

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	4.68	-
Mid Cap	67.87	68.42
Large Cap	11.18	27.42
Small Cap	16.27	4.14

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Axis Midcap Fund - Regular Plan - Growth
Others	4.68	8.35
Industrial Products	6.69	4.37
Cement & Cement Products	4.12	2.51
Healthcare Services	3.12	5.28
Chemicals & Petrochemicals	2.82	2.97
IT - Software	4.69	4.44
Realty	3.8	2.99
Petroleum Products	1.58	0.7
Pharmaceuticals & Biotechnology	11.83	6.22
Telecom - Services	3.11	2.19
Finance	5.07	4.42
Electrical Equipment	2.21	8.37
Banks	6.94	4.33
Insurance	4.59	1.16
Agricultural Food & other Products	3.18	-
Construction	0.92	-
Gas	1.48	-
Agricultural, Commercial & Construction Vehicles	1.13	-
Consumer Durables	3.5	4.2
Aerospace & Defense	1.28	1.21
Auto Components	7.62	8.46
Leisure Services	2.96	4.3
Diversified	0.61	0.52
Fertilizers & Agrochemicals	3.95	3.6
Transport Infrastructure	3.14	-
Ferrous Metals	1.05	1.27
Textiles & Apparels	1.82	1.62
Transport Services	0.7	0.14
Power	0.48	1.16
Commercial Services & Supplies	0.93	-
Retailing	-	6.46
IT - Services	-	0.32
Capital Markets	-	3.02
Personal Products	-	0.09
Oil	-	0.12
Financial Technology (Fintech)	-	1.88
Automobiles	-	1.93
Industrial Manufacturing	-	1.38