Edelweiss Mid Cap Fund vs Tata Mid Cap Growth Fund Regular Plan compare

Edelweiss Mid Cap 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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Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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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	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Fund	Tata Mid Cap Fund Regular Plan- Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹5420 Cr	₹13196 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	31 Mar 2004	26 Dec 2007
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	69.98%	43%
Expense Ratio	1.87	1.73
Manager	Satish Chandra Mishra	Trideep Bhattacharya
ISIN Code	INF277K01626	INF843K01013
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	Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month	-0.86%	-1.25%
6 Month	5.04%	2.43%
1 Year	2.53%	-0.11%
3 Year	21.17%	24.47%
5 Year	20.62%	24.93%

SIP Return Analysis

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month	2.66%	2.01%
1 Year	17.73%	17.19%
3 Year	16.88%	21.88%
5 Year	18.03%	21.93%

Rolling Lumpsum Returns

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year	15.69%	15.08%
3 Year	17.65%	21.47%
5 Year	17.5%	20.75%

Risk Management

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	13.05%	15.58%
Sharp	1.02%	1.09%
Beta	0.9%	0.94%
Alpha	-0.5%	1.92%

Fund Managers

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Name	Satish Chandra Mishra	Trideep Bhattacharya
Total AUM	₹13117 Cr	₹0 Cr
Funds Managed	5	9
	Tata Mid Cap Fund Regular Plan- Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	11.76	9.52
Mid Cap	68.63	70.12
Small Cap	11.59	12.69
Large Cap	8.01	7.67

Sector Allocation

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	8.59	2.84
Industrials	15.66	12.89
Basic Materials	11.85	9.3
Healthcare	12.86	8.56
Technology	5.17	11.74
Real Estate	2.48	3.03
Energy	1.52	2.16
Financial Services	19.83	28.35
Communication Services	2.89	1.92
Consumer Defensive	3.98	4.2
Utilities	1.81	0.54
Consumer Cyclical	13.36	14.44

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