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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) | ₹5497 Cr | ₹13650 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 | -5.14% | -5.17% |
| 6 Month | -2.17% | -2.59% |
| 1 Year | 6% | 5.61% |
| 3 Year | 20.77% | 24.58% |
| 5 Year | 19% | 22.85% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.36% | -3.07% |
| 1 Year | 3.8% | 2.55% |
| 3 Year | 12.09% | 16.56% |
| 5 Year | 15.75% | 19.42% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.58% | 14.91% |
| 3 Year | 17.72% | 21.6% |
| 5 Year | 17.53% | 20.79% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.42% | 15.39% |
| Sharp | 1.02% | 1.17% |
| Beta | 0.89% | 0.94% |
| Alpha | 0.07% | 2.53% |
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 | 10.25 | 9.83 |
| Large Cap | 7.15 | 8.41 |
| Mid Cap | 71.45 | 71.13 |
| Small Cap | 11.15 | 10.64 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.12 | 2.22 |
| Consumer Cyclical | 14.13 | 14.55 |
| Basic Materials | 11.3 | 9.89 |
| Healthcare | 14.49 | 8.08 |
| Financial Services | 21.11 | 29.72 |
| Technology | 7.66 | 9.35 |
| Real Estate | 2.53 | 2.85 |
| Energy | 1.63 | 2.24 |
| Industrials | 13.74 | 13.36 |
| Communication Services | 3.6 | 2.39 |
| Consumer Defensive | 3.94 | 4.81 |
| Utilities | 1.75 | 0.55 |
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