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Mirae Asset Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare

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

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tortoise-icon Mirae Asset Midcap 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 Mirae Asset Midcap Fund - Regular Plan-Growth Option
Fund Tata Mid Cap Fund Regular Plan- Growth Option Mirae Asset Midcap Fund - Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹5420 Cr ₹18380 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹99
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Mar 2004 29 Jul 2019
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 69.98% 34%
Expense Ratio 1.87 1.67
Manager Satish Chandra Mishra Ankit Jain
ISIN Code INF277K01626 INF769K01EY2
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 Mirae Asset Midcap Fund - Regular Plan - 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 Mirae Asset Midcap Fund - Regular Plan-Growth Option
1 Month 1.63% 0.3%
6 Month 6.95% 7.41%
1 Year 6.47% 8.8%
3 Year 23.73% 21.86%
5 Year 21.19% 22.7%

SIP Return Analysis

Scheme Name Tata Mid Cap Fund Regular Plan- Growth Option Mirae Asset Midcap Fund - Regular Plan-Growth Option
6 Month 2.34% 1.48%
1 Year 15.8% 19.02%
3 Year 16.9% 17.6%
5 Year 18.32% 18.28%

Rolling Lumpsum Returns

Scheme Name Tata Mid Cap Fund Regular Plan- Growth Option Mirae Asset Midcap Fund - Regular Plan-Growth Option
1 Year 15.69% 20.97%
3 Year 17.65% 23.52%
5 Year 17.5% 26.76%

Risk Management

Scheme Name Tata Mid Cap Fund Regular Plan- Growth Option Mirae Asset Midcap Fund - Regular Plan-Growth Option
Standard Deviation 13.05% 15.81%
Sharp 1.02% 0.84%
Beta 0.9% 0.98%
Alpha -0.5% -2.48%

Fund Managers

Scheme Name Tata Mid Cap Fund Regular Plan- Growth Option Mirae Asset Midcap Fund - Regular Plan-Growth Option
Name Satish Chandra Mishra Ankit Jain
Total AUM ₹13117 Cr ₹47966 Cr
Funds Managed 5 4
Tata Mid Cap Fund Regular Plan- Growth Option Mirae Asset Midcap Fund - Regular Plan-Growth Option

Market Cap

Scheme Name

Tata Mid Cap Fund Regular Plan- Growth Option

Mirae Asset Midcap Fund - Regular Plan-Growth Option

Others 11.76 5.22
Mid Cap 68.63 63.99
Small Cap 11.59 18.67
Large Cap 8.01 12.11

Sector Allocation

Scheme Name

Tata Mid Cap Fund Regular Plan- Growth Option

Mirae Asset Midcap Fund - Regular Plan-Growth Option

Others 8.59 1.89
Industrials 15.66 14.2
Basic Materials 11.85 8.35
Healthcare 12.86 12.41
Technology 5.17 7.44
Real Estate 2.48 3.68
Energy 1.52 1.24
Financial Services 19.83 24.18
Communication Services 2.89 3.99
Consumer Defensive 3.98 2.19
Utilities 1.81 3.22
Consumer Cyclical 13.36 17.19

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