- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Mid Cap Fund Regular Plan vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Fund Regular Plan- Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Tata Mid Cap Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4984 Cr | ₹12596 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Mar 2004 | 19 Jul 2002 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 69.98% | 45% |
| Expense Ratio | 1.87 | 1.77 |
| Manager | Satish Chandra Mishra | Ratish Varier |
| ISIN Code | INF277K01626 | INF903J01173 |
| 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 | Sundaram Mid Cap Fund - 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 | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.43% | 0.96% |
| 6 Month | 13.8% | 16.34% |
| 1 Year | -2% | 3.49% |
| 3 Year | 20.63% | 23.89% |
| 5 Year | 24.68% | 26.75% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.12% | 5.76% |
| 1 Year | 4.1% | 8.14% |
| 3 Year | 17.43% | 22.22% |
| 5 Year | 18.82% | 22.35% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.58% | 20.64% |
| 3 Year | 17.11% | 18.9% |
| 5 Year | 17.28% | 18.91% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.05% | 15.11% |
| Sharp | 1.05% | 1.12% |
| Beta | 0.9% | 0.91% |
| Alpha | -1.2% | 1.10% |
Fund Managers
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Satish Chandra Mishra | Ratish Varier |
| Total AUM | ₹13117 Cr | ₹12102 Cr |
| Funds Managed | 5 | 3 |
| Tata Mid Cap Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.6 | 8.46 |
| Mid Cap | 69.81 | 66.65 |
| Small Cap | 15.99 | 14.24 |
| Large Cap | 8.59 | 10.65 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.6 | 5.49 |
| Industrials | 19.74 | 14.27 |
| Basic Materials | 13.11 | 11.06 |
| Healthcare | 14.69 | 11.57 |
| Real Estate | 3.98 | 3.59 |
| Energy | 1.51 | 2.04 |
| Communication Services | 3.26 | 2.32 |
| Financial Services | 16.26 | 19.28 |
| Utilities | 2 | 2.59 |
| Consumer Cyclical | 13.37 | 17.91 |
| Technology | 4.09 | 5.61 |
| Consumer Defensive | 2.39 | 4.27 |
Top Comparisons
SBI Gold Fund Regular Plan - Growth
3Y Returns22.62%
DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH
3Y Returns0%
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns7.16%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.54%
Tata Nifty MidSmall Healthcare Index Fund-Reg (G)
3Y Returns0%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
3Y Returns0%
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
3Y Returns12.86%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns17.92%
