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Edelweiss Mid Cap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Fund Regular Plan- Growth Option
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹5043 Cr | ₹11731 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 | 3.43% | 3.63% |
| 6 Month | 10.69% | 11.02% |
| 1 Year | 2.71% | 5.78% |
| 3 Year | 21.14% | 24.46% |
| 5 Year | 24.32% | 29.26% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.44% | -0.33% |
| 1 Year | 8.43% | 8.33% |
| 3 Year | 15.13% | 20.57% |
| 5 Year | 17.22% | 21.5% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.23% | 15.38% |
| 3 Year | 17.31% | 21.06% |
| 5 Year | 17.35% | 20.55% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.55% | 15.59% |
| Sharp | 0.95% | 1.08% |
| Beta | 0.90% | 0.94% |
| Alpha | -0.58% | 1.60% |
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 | 5.89 | 7.34 |
| Mid Cap | 70.5 | 70.95 |
| Small Cap | 14.88 | 13.24 |
| Large Cap | 8.73 | 8.47 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.66 | 3.62 |
| Industrials | 19.77 | 14.71 |
| Basic Materials | 11.95 | 11.05 |
| Healthcare | 14.95 | 10.47 |
| Technology | 4.69 | 9.68 |
| Real Estate | 3.8 | 2.71 |
| Energy | 1.58 | 2.41 |
| Communication Services | 3.11 | 1.78 |
| Financial Services | 16.6 | 24.25 |
| Consumer Defensive | 3.17 | 4.53 |
| Utilities | 1.97 | 0.57 |
| Consumer Cyclical | 13.75 | 14.24 |
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