- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Mid Cap Growth Fund Regular Plan vs ICICI Prudential MidCap Fund compare
ICICI Prudential MidCap Fund - Growth
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Fund | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹6589 Cr | ₹5043 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Oct 2004 | 31 Mar 2004 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 73% | 69.98% |
| Expense Ratio | 1.9 | 1.87 |
| Manager | Sharmila D'mello | Satish Chandra Mishra |
| ISIN Code | INF109K01AN2 | INF277K01626 |
| Exits Load | ICICI Prudential MidCap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 4.38% | 3.43% |
| 6 Month | 16.46% | 10.69% |
| 1 Year | 9% | 2.71% |
| 3 Year | 22.23% | 21.14% |
| 5 Year | 26.96% | 24.32% |
SIP Return Analysis
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 0.23% | 0.44% |
| 1 Year | 12.65% | 8.43% |
| 3 Year | 18.71% | 15.13% |
| 5 Year | 19.18% | 17.22% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 13.38% | 16.23% |
| 3 Year | 15.59% | 17.31% |
| 5 Year | 15.96% | 17.35% |
Risk Management
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 14.46% | 13.05% |
| Sharp | 0.91% | 0.96% |
| Beta | 0.98% | 0.9% |
| Alpha | -1.09% | -0.61% |
Fund Managers
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Name | Sharmila D'mello | Satish Chandra Mishra |
| Total AUM | ₹354743 Cr | ₹13117 Cr |
| Funds Managed | 35 | 5 |
| ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 4.99 | 5.89 |
| Mid Cap | 71.74 | 70.5 |
| Small Cap | 15.26 | 14.88 |
| Large Cap | 8.02 | 8.73 |
Sector Allocation
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 1.96 | 4.66 |
| Industrials | 22.29 | 19.77 |
| Financial Services | 18.59 | 16.6 |
| Basic Materials | 27.41 | 11.95 |
| Communication Services | 10.25 | 3.11 |
| Healthcare | 1.37 | 14.95 |
| Consumer Cyclical | 11.44 | 13.75 |
| Real Estate | 6.19 | 3.8 |
| Technology | 0.36 | 4.69 |
| Utilities | 0.13 | 1.97 |
| Energy | - | 1.58 |
| Consumer Defensive | - | 3.17 |
Top Comparisons
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns17.77%
HSBC NIFTY 50 INDEX FUND - Regular Growth
3Y Returns13.29%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns6.99%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.94%
BANDHAN Equity Savings Fund - Regular Plan - Growth
3Y Returns7.63%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns11.13%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns%
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%
