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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) | ₹4946 Cr | ₹11297 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 | 2.89% | 2.27% |
| 6 Month | 18.74% | 21.47% |
| 1 Year | -4.58% | 1.3% |
| 3 Year | 19.36% | 22.63% |
| 5 Year | 23.74% | 28.38% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.67% | 4.63% |
| 1 Year | 12.03% | 13.94% |
| 3 Year | 18.5% | 24.57% |
| 5 Year | 19.23% | 23.94% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.58% | 15.68% |
| 3 Year | 17.11% | 20.86% |
| 5 Year | 17.28% | 20.48% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.05% | 15.59% |
| Sharp | 0.89% | 1.00% |
| Beta | 0.9% | 0.92% |
| Alpha | -0.74% | 2.12% |
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 | 5.6 | 9 |
| Mid Cap | 69.81 | 69.82 |
| Small Cap | 15.99 | 13.21 |
| Large Cap | 8.59 | 7.98 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.6 | 4.28 |
| Industrials | 19.74 | 13.44 |
| Basic Materials | 13.11 | 10.81 |
| Healthcare | 14.69 | 10.73 |
| Real Estate | 3.98 | 2.94 |
| Energy | 1.51 | 2.26 |
| Communication Services | 3.26 | 1.49 |
| Financial Services | 16.26 | 23.52 |
| Utilities | 2 | 0.65 |
| Consumer Cyclical | 13.37 | 14.37 |
| Technology | 4.09 | 10.31 |
| Consumer Defensive | 2.39 | 5.2 |
Top Comparisons
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns20.66%
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3Y Returns19.84%
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
3Y Returns14.32%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
3Y Returns14.21%
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3Y Returns15.42%
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3Y Returns17.33%
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Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns7.01%
