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Sundaram Mid Cap Fund Regular Plan vs Tata Mid Cap Growth Fund Regular Plan compare

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tortoise-icon Tata Mid Cap Growth Fund Regular Plan- Growth Option

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tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
Fund Tata Mid Cap Growth Fund Regular Plan- Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4354 Cr ₹11638 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 Growth Fund Regular Plan- Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
1 Month 2.74% 3.56%
6 Month -7.12% -5.62%
1 Year 3.22% 11.59%
3 Year 18.74% 22.38%
5 Year 27.22% 29.11%

SIP Return Analysis

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
6 Month -0.44% -0.12%
1 Year -10.32% -5.04%
3 Year 18.08% 22.46%
5 Year 20.08% 23.06%

Rolling Lumpsum Returns

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 17.53% 21.47%
3 Year 16.61% 18.34%
5 Year 17.03% 18.67%

Risk Management

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 13.05% 16.453%
Sharp 0.63% 0.764%
Beta 0.91% 0.915%
Alpha -1.79% 0.528%

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Fund Managers

Scheme Name Tata Mid Cap Growth 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 Growth Fund Regular Plan- Growth Option Sundaram Mid Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Sundaram Mid Cap Fund Regular Plan - Growth

Others 3.85 6.38
Mid Cap 68.81 65.33
Small Cap 19.06 13.03
Large Cap 8.29 15.27

Sector Allocation

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Sundaram Mid Cap Fund Regular Plan - Growth

Others 3.76 5.37
Basic Materials 9.65 9.99
Industrials 21.45 14.82
Healthcare 14.6 11.03
Financial Services 20.91 19.52
Real Estate 4.58 3.43
Energy 1.34 1.7
Communication Services 3.12 3.32
Utilities 2.79 2.1
Consumer Cyclical 11.64 18.88
Technology 4.98 6.45
Consumer Defensive 1.2 3.4

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