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Tata Mid Cap Growth Fund Regular Plan vs Edelweiss Mid Cap Fund compare
Tata Mid Cap Fund Regular Plan- Growth Option
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹4985 Cr | ₹10988 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.1% | -4.79% |
| 6 Month | 4.97% | 6.76% |
| 1 Year | -6.25% | 2.86% |
| 3 Year | 20.58% | 24.82% |
| 5 Year | 26.01% | 30.85% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 8.22% | 7.44% |
| 1 Year | 8.91% | 9.51% |
| 3 Year | 20.38% | 25.89% |
| 5 Year | 20.77% | 25.28% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.58% | 15.68% |
| 3 Year | 17.11% | 20.86% |
| 5 Year | 17.28% | 20.48% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.05% | 16.18% |
| Sharp | 1.25% | 1.42% |
| Beta | 0.9% | 0.92% |
| Alpha | -1.79% | 2.86% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.92 | 8.94 |
| Mid Cap | 69.53 | 70.16 |
| Small Cap | 15.88 | 12.84 |
| Large Cap | 8.67 | 8.07 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.92 | 3.65 |
| Industrials | 19.96 | 12.62 |
| Basic Materials | 12.41 | 10.74 |
| Healthcare | 14.34 | 10.21 |
| Real Estate | 4.3 | 3.27 |
| Energy | 1.58 | 2.29 |
| Financial Services | 17.14 | 23.22 |
| Communication Services | 3.56 | 2.24 |
| Utilities | 2.16 | 0.73 |
| Consumer Cyclical | 12.93 | 15.12 |
| Technology | 4.38 | 10.73 |
| Consumer Defensive | 1.32 | 5.18 |
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