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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) | ₹5420 Cr | ₹13345 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 | 1.51% | 0.88% |
| 6 Month | 6.9% | 6.64% |
| 1 Year | 6.36% | 5.77% |
| 3 Year | 22.41% | 24.6% |
| 5 Year | 21.66% | 23.96% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.34% | 0.96% |
| 1 Year | 15.8% | 14.3% |
| 3 Year | 16.9% | 20.05% |
| 5 Year | 18.32% | 20.97% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.69% | 20.02% |
| 3 Year | 17.65% | 19.49% |
| 5 Year | 17.5% | 19.08% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.05% | 13.35% |
| Sharp | 1.02% | 1.14% |
| Beta | 0.9% | 0.93% |
| Alpha | -0.5% | 1.35% |
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 | 11.76 | 9.41 |
| Mid Cap | 68.63 | 67.5 |
| Small Cap | 11.59 | 13.03 |
| Large Cap | 8.01 | 10.07 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.59 | 5.74 |
| Industrials | 15.66 | 14.16 |
| Basic Materials | 11.85 | 9.51 |
| Healthcare | 12.86 | 10.33 |
| Technology | 5.17 | 6.13 |
| Real Estate | 2.48 | 3.71 |
| Energy | 1.52 | 2.11 |
| Financial Services | 19.83 | 21.47 |
| Communication Services | 2.89 | 2.49 |
| Consumer Defensive | 3.98 | 6.1 |
| Utilities | 1.81 | 2.32 |
| Consumer Cyclical | 13.36 | 15.93 |
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