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

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tortoise-icon Tata Mid Cap Growth Fund Regular Plan- Growth Option

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tortoise-icon 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 Growth Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
Fund Tata Mid Cap Growth Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹3041 Cr ₹24564 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Jul 1994 02 Jun 2011
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI S&P BSE 150 MidCap TRI
Turn Over 69.98% 23%
Expense Ratio 1.95 1.61
Manager Satish Chandra Mishra Shreyash Devalkar
ISIN Code INF277K01626 INF846K01859
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 For units in excess of 10% of the investment,1% will be charged for redemption within 12 months/365

Trailing Lumpsum Returns

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
1 Month 2.93% 2.61%
6 Month 24.57% 28.1%
1 Year 56.71% 47.26%
3 Year 25.62% 20.84%
5 Year 26.66% 25.12%

SIP Return Analysis

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year 23.48% 22.32%
3 Year 56.14% 43.83%
5 Year 106.77% 85.21%

Rolling Lumpsum Returns

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
1 Year 28.77% 25.5%
3 Year 75.24% 62.31%
5 Year 115% 94.68%

Risk Management

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
Standard Deviation 13.05% 13.08%
Sharp 1.31% 1.03%
Beta 0.84% 0.82%
Alpha 1.39% -0.62%

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Fund Managers

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth
Name Satish Chandra Mishra Shreyash Devalkar
Total AUM ₹13117 Cr ₹166770 Cr
Fund Manage 5 14
Tata Mid Cap Growth Fund Regular Plan- Growth Option Axis Midcap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Axis Midcap Fund - Regular Plan - Growth

Mid Cap 64.87 65.23
Large Cap 9.14 22.39
Others 5.23 9.13
Small Cap 20.76 3.26

Sector Allocation

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Axis Midcap Fund - Regular Plan - Growth

Capital Goods 15.46 17.55
Healthcare 11.33 8.69
Consumer Staples 2.43 -
Automobile 5.98 11.62
Chemicals 4.33 7.13
Services 8.18 10.09
Others 2.96 5.04
Materials 5.75 7.43
Construction 8.64 3.38
Metals & Mining 5.22 2.62
Financial 16.7 12.69
Technology 2.71 3.37
Energy 2.81 3.26
Communication 2.68 2.16
Consumer Discretionary 2.05 1.68
Textiles 1.9 0.69
Diversified 0.87 2.09
Insurance - 0.52

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