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

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Tata Mid Cap Fund Regular Plan- Growth Option

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Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Fund	Tata Mid Cap Fund Regular Plan- Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹5283 Cr	₹12647 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	31 Mar 2004	26 Dec 2007
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	69.98%	43%
Expense Ratio	1.87	1.73
Manager	Satish Chandra Mishra	Trideep Bhattacharya
ISIN Code	INF277K01626	INF843K01013
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	Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month	0.34%	0.36%
6 Month	6.27%	4.33%
1 Year	1.74%	1.93%
3 Year	20.46%	23.95%
5 Year	21.34%	25.69%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month	3.37%	2.92%
1 Year	17.06%	17.4%
3 Year	16.81%	22.27%
5 Year	18.08%	22.22%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year	15.85%	15.17%
3 Year	17.59%	21.42%
5 Year	17.48%	20.72%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	14.55%	15.58%
Sharp	0.96%	1.09%
Beta	0.90%	0.94%
Alpha	-0.37%	1.92%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Name	Satish Chandra Mishra	Trideep Bhattacharya
Total AUM	₹13117 Cr	₹0 Cr
Funds Managed	5	9
	Tata Mid Cap Fund Regular Plan- Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	4.61	8.39
Mid Cap	69.06	69.29
Large Cap	10.99	8.88
Small Cap	15.34	13.45

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	4.61	2.4
Industrial Products	6.8	-
Cement & Cement Products	4	-
Healthcare Services	3.08	-
Chemicals & Petrochemicals	2.9	-
IT - Software	4.87	-
Realty	3.28	-
Petroleum Products	1.62	-
Pharmaceuticals & Biotechnology	11.62	-
Telecom - Services	3.27	-
Finance	5.72	-
Electrical Equipment	2.23	-
Banks	8.2	-
Insurance	4.46	-
Agricultural Food & other Products	3.15	-
Construction	0.84	-
Gas	1.44	-
Agricultural, Commercial & Construction Vehicles	1.07	-
Consumer Durables	3.29	-
Aerospace & Defense	1.29	-
Auto Components	7.18	-
Leisure Services	2.79	-
Diversified	0.59	-
Fertilizers & Agrochemicals	4.01	-
Transport Infrastructure	2.91	-
Ferrous Metals	1.01	-
Textiles & Apparels	1.75	-
Transport Services	0.69	-
Power	0.5	-
Commercial Services & Supplies	0.83	-
Industrials	-	14.08
Consumer Defensive	-	4.37
Consumer Cyclical	-	14.43
Healthcare	-	9.47
Financial Services	-	25.36
Basic Materials	-	10.48
Real Estate	-	3.25
Energy	-	2.52
Communication Services	-	1.92
Technology	-	11.15
Utilities	-	0.57