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) | ₹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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