Mirae Asset Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Fund Regular Plan- Growth Option
Mirae Asset Midcap Fund - Regular Plan-Growth Option
Chart Comparison
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) | ₹4946 Cr | ₹17031 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
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 | 2.89% | 4.36% |
6 Month | 18.74% | 25.97% |
1 Year | -4.58% | -1.08% |
3 Year | 19.36% | 18.45% |
5 Year | 23.74% | 26.05% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
6 Month | 4.67% | 7.79% |
1 Year | 12.03% | 20.71% |
3 Year | 18.5% | 19.64% |
5 Year | 19.23% | 19.82% |
Rolling Lumpsum Returns
Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
1 Year | 16.58% | 23.67% |
3 Year | 17.11% | 24.09% |
5 Year | 17.28% | 28.69% |
Risk Management
Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 13.05% | 15.86% |
Sharp | 0.89% | 0.70% |
Beta | 0.9% | 0.96% |
Alpha | -0.74% | -2.98% |
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 | 5.6 | 3.07 |
Mid Cap | 69.81 | 68.95 |
Small Cap | 15.99 | 18.84 |
Large Cap | 8.59 | 9.14 |
Sector Allocation
Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Others | 5.6 | 2.05 |
Industrials | 19.74 | 16.82 |
Basic Materials | 13.11 | 9.15 |
Healthcare | 14.69 | 12.35 |
Real Estate | 3.98 | 3.29 |
Energy | 1.51 | 1.13 |
Communication Services | 3.26 | 3.91 |
Financial Services | 16.26 | 21.31 |
Utilities | 2 | 3.27 |
Consumer Cyclical | 13.37 | 16.62 |
Technology | 4.09 | 7.7 |
Consumer Defensive | 2.39 | 2.38 |
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