Sundaram Mid Cap Fund Regular Plan vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
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 | 4.35% | 5.5% |
6 Month | -2.26% | -0.1% |
1 Year | 1.48% | 10.93% |
3 Year | 22.56% | 26.92% |
5 Year | 29.02% | 31.28% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 4.43% | 6.45% |
1 Year | -2.4% | 5.41% |
3 Year | 19.56% | 24.99% |
5 Year | 20.61% | 24.28% |
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 | 0.78% | 0.764% |
Beta | 0.91% | 0.915% |
Alpha | -1.76% | 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 | 7.34 | 6.38 |
Mid Cap | 67.05 | 65.33 |
Small Cap | 17.19 | 13.03 |
Large Cap | 8.42 | 15.27 |
Sector Allocation
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 7.34 | 5.37 |
Fertilizers & Agrochemicals | 3.25 | - |
Industrial Products | 6.41 | - |
Cement & Cement Products | 3.63 | - |
Healthcare Services | 1.77 | - |
Chemicals & Petrochemicals | 1.9 | - |
Pharmaceuticals & Biotechnology | 12.9 | - |
Banks | 6.61 | - |
Realty | 4.46 | - |
Petroleum Products | 1.5 | - |
Finance | 6.47 | - |
Telecom - Services | 3.14 | - |
Electrical Equipment | 2.37 | - |
Insurance | 5.92 | - |
Construction | 2.03 | - |
Gas | 2.11 | - |
Agricultural, Commercial & Construction Vehicles | 1.11 | - |
Consumer Durables | 2.67 | - |
IT - Software | 4.45 | - |
Aerospace & Defense | 1.11 | - |
Auto Components | 5.71 | - |
Leisure Services | 3.68 | - |
Diversified | 0.67 | - |
Agricultural Food & other Products | 1.13 | - |
Transport Infrastructure | 3.43 | - |
Textiles & Apparels | 1.99 | - |
Transport Services | 0.45 | - |
Power | 0.69 | - |
Commercial Services & Supplies | 1.1 | - |
Industrials | - | 14.82 |
Healthcare | - | 11.03 |
Basic Materials | - | 9.99 |
Consumer Cyclical | - | 18.88 |
Real Estate | - | 3.43 |
Energy | - | 1.7 |
Financial Services | - | 19.52 |
Communication Services | - | 3.32 |
Consumer Defensive | - | 3.4 |
Utilities | - | 2.1 |
Technology | - | 6.45 |
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