Tata Mid Cap Growth Fund Regular Plan vs Edelweiss Mid Cap Fund compare
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4354 Cr | ₹8268 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 Growth Fund Regular Plan- Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.65% | 5.26% |
6 Month | -2.91% | -2.84% |
1 Year | -0.98% | 12.12% |
3 Year | 25.05% | 30.87% |
5 Year | 27.24% | 33.56% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 9.2% | 11.59% |
1 Year | 4.74% | 12.67% |
3 Year | 20.26% | 27.68% |
5 Year | 20.9% | 26.54% |
Rolling Lumpsum Returns
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.93% | 15.93% |
3 Year | 16.85% | 20.64% |
5 Year | 17.17% | 20.33% |
Risk Management
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.05% | 15.57% |
Sharp | 0.98% | 0.992% |
Beta | 0.9% | 0.906% |
Alpha | -2.33% | 1.762% |
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Fund Managers
Scheme Name | Tata Mid Cap Growth 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 Growth Fund Regular Plan- Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.64 | 4.44 |
Mid Cap | 67.35 | 72.33 |
Small Cap | 15.67 | 13.57 |
Large Cap | 8.34 | 9.66 |
Sector Allocation
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.64 | 3.54 |
Fertilizers & Agrochemicals | 3.31 | - |
Industrial Products | 5.81 | - |
Cement & Cement Products | 4.33 | - |
Healthcare Services | 2.94 | - |
Chemicals & Petrochemicals | 1.86 | - |
Pharmaceuticals & Biotechnology | 12.48 | - |
Realty | 4.4 | - |
Petroleum Products | 1.51 | - |
Finance | 5.39 | - |
Telecom - Services | 3.55 | - |
Electrical Equipment | 2.16 | - |
Banks | 5.9 | - |
Insurance | 6.27 | - |
Construction | 0.88 | - |
Gas | 1.92 | - |
Agricultural, Commercial & Construction Vehicles | 1.18 | - |
Consumer Durables | 2.3 | - |
IT - Software | 4.39 | - |
Aerospace & Defense | 1.12 | - |
Auto Components | 5.56 | - |
Leisure Services | 3.78 | - |
Diversified | 0.67 | - |
Agricultural Food & other Products | 1.14 | - |
Transport Infrastructure | 3.17 | - |
Ferrous Metals | 0.99 | - |
Textiles & Apparels | 2.07 | - |
Transport Services | 0.5 | - |
Power | 0.68 | - |
Commercial Services & Supplies | 1.1 | - |
Industrials | - | 14.33 |
Consumer Defensive | - | 4.99 |
Basic Materials | - | 7.86 |
Consumer Cyclical | - | 17.24 |
Healthcare | - | 12.6 |
Financial Services | - | 20.96 |
Real Estate | - | 3.84 |
Energy | - | 1.35 |
Technology | - | 11.5 |
Utilities | - | 0 |
Communication Services | - | 1.79 |
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