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) | ₹4985 Cr | ₹17185 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 | -1.4% | -1.3% |
6 Month | 6.8% | 10.97% |
1 Year | -5.3% | -1.62% |
3 Year | 21.64% | 19.58% |
5 Year | 26.47% | 27.95% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
6 Month | 8.22% | 10.81% |
1 Year | 8.91% | 13.98% |
3 Year | 20.38% | 20.13% |
5 Year | 20.77% | 20.85% |
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% | 16.72% |
Sharp | 1.25% | 1.02% |
Beta | 0.9% | 0.97% |
Alpha | -1.79% | -4.17% |
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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 | 5.92 | 1.62 |
Mid Cap | 69.53 | 70.59 |
Small Cap | 15.88 | 18.08 |
Large Cap | 8.67 | 9.71 |
Sector Allocation
Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Others | 5.92 | 1.62 |
Industrials | 19.96 | 16.48 |
Basic Materials | 12.41 | 10.18 |
Healthcare | 14.34 | 12.79 |
Real Estate | 4.3 | 3.62 |
Energy | 1.58 | 2.07 |
Financial Services | 17.14 | 19.17 |
Communication Services | 3.56 | 3.84 |
Utilities | 2.16 | 3.47 |
Consumer Cyclical | 12.93 | 16.88 |
Technology | 4.38 | 7.49 |
Consumer Defensive | 1.32 | 2.39 |
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