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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) | ₹5043 Cr | ₹12585 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 | 4.61% | 5.89% |
| 6 Month | 10.99% | 13.5% |
| 1 Year | 2.91% | 6.71% |
| 3 Year | 21.78% | 24.8% |
| 5 Year | 24.4% | 27.15% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.08% | 3.62% |
| 1 Year | 12.6% | 17.18% |
| 3 Year | 17.49% | 22.68% |
| 5 Year | 18.66% | 22.4% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.23% | 20.33% |
| 3 Year | 17.31% | 19.02% |
| 5 Year | 17.35% | 18.97% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.05% | 14.94% |
| Sharp | 0.96% | 1.01% |
| Beta | 0.9% | 0.90% |
| Alpha | -0.61% | 1.00% |
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 | 5.89 | 6.89 |
| Mid Cap | 70.5 | 67.99 |
| Small Cap | 14.88 | 14.22 |
| Large Cap | 8.73 | 10.91 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.66 | 3.87 |
| Industrials | 19.77 | 14.8 |
| Basic Materials | 11.95 | 10.47 |
| Healthcare | 14.95 | 11.72 |
| Technology | 4.69 | 5.48 |
| Real Estate | 3.8 | 3.58 |
| Energy | 1.58 | 2.16 |
| Communication Services | 3.11 | 2.15 |
| Financial Services | 16.6 | 19.58 |
| Consumer Defensive | 3.17 | 6.31 |
| Utilities | 1.97 | 2.52 |
| Consumer Cyclical | 13.75 | 17.35 |
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