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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) | ₹5283 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 | -0.36% | -1.92% |
| 6 Month | 5.28% | 1.35% |
| 1 Year | 2.21% | -1.07% |
| 3 Year | 21.14% | 18.19% |
| 5 Year | 21.29% | 18.61% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.66% | -0.54% |
| 1 Year | 17.73% | 10.94% |
| 3 Year | 16.88% | 15.62% |
| 5 Year | 18.03% | 15.67% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.85% | 15.79% |
| 3 Year | 17.59% | 19.18% |
| 5 Year | 17.48% | 19.84% |
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 | 1.02% | 0.9% |
| Beta | 0.9% | 0.83% |
| Alpha | -0.5% | -1.39% |
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 | 7.02 | 11.08 |
| Mid Cap | 70.8 | 70.45 |
| Small Cap | 13.42 | 5.8 |
| Large Cap | 8.76 | 12.67 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.15 | 5.95 |
| Industrials | 18.83 | 15.96 |
| Basic Materials | 11.93 | 9.07 |
| Healthcare | 14.69 | 11.21 |
| Technology | 4.87 | 10.25 |
| Real Estate | 3.28 | 3.19 |
| Energy | 1.62 | 0.85 |
| Communication Services | 3.27 | 3.49 |
| Financial Services | 18.39 | 17.57 |
| Consumer Defensive | 3.15 | 0.09 |
| Utilities | 1.94 | 1.21 |
| Consumer Cyclical | 12.88 | 21.15 |
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