Tata Mid Cap Growth Fund Regular Plan vs ICICI Prudential MidCap Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential MidCap Fund - Growth

Invest Now

tortoise-icon Tata Mid Cap Growth Fund Regular Plan- Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name ICICI Prudential MidCap Fund - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Fund ICICI Prudential MidCap Fund - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6530 Cr ₹4194 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 10 Oct 2004 01 Jul 1994
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 1.86 0.75
Manager Sharmila D'mello Satish Chandra Mishra
ISIN Code INF109K01AN2 INF277K01626
Exits Load Exit load of 1% if redeemed within 1 year./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential MidCap Fund - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month 2.31% 1.31%
6 Month 5.77% 4.61%
1 Year 39.27% 32.17%
3 Year 21.18% 21.29%
5 Year 24.71% 25.18%

SIP Return Analysis

Scheme Name ICICI Prudential MidCap Fund - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month 10.59% -
1 Year 16.55% 14.79%
3 Year 27.66% 27.5%
5 Year 27.77% 27.01%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential MidCap Fund - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year 14.31% 17.42%
3 Year 14.46% 16.1%
5 Year 15.51% 16.97%

Risk Management

Scheme Name ICICI Prudential MidCap Fund - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Standard Deviation 14.46% 13.05%
Sharp 0.88% 0.98%
Beta 0.93% 0.87%
Alpha -1.13% 0.06%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ICICI Prudential MidCap Fund - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Name Sharmila D'mello Satish Chandra Mishra
Total AUM ₹354743 Cr ₹13117 Cr
Fund Manage 35 5
ICICI Prudential MidCap Fund - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option

Market Cap

Scheme Name

ICICI Prudential MidCap Fund - Growth

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 4.15 5.23
Large Cap 15.15 9.14
Mid Cap 69.92 64.87
Small Cap 10.82 20.76

Sector Allocation

Scheme Name

ICICI Prudential MidCap Fund - Growth

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 2.75 2.96
Materials 6.9 5.75
Capital Goods 10.54 15.46
Technology 2.6 2.71
Healthcare 7.32 11.33
Construction 13.02 8.64
Automobile 12.06 5.98
Chemicals 6.86 4.33
Energy 5.94 2.81
Services 4.84 8.18
Metals & Mining 14.16 5.22
Financial 5 16.7
Communication 3.63 2.68
Consumer Discretionary 2.04 2.05
Consumer Staples 0.02 2.43
Diversified 1.18 0.87
Insurance 0.41 -
Textiles 0.77 1.9

Top Comparisons

Bandhan Financial Services Fund - Regular (G) Bandhan Financial Services Fund - Regular (G)

3Y Returns0%

VS

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

3Y Returns14.05%

Compare Now

ICICI Prudential Bluechip Fund - Growth ICICI Prudential Bluechip Fund - Growth

3Y Returns18.18%

VS

HSBC Large Cap Fund - Regular Growth HSBC Large Cap Fund - Regular Growth

3Y Returns15.45%

Compare Now

Tata Nifty MidSmall Healthcare Index Fund-Reg (G) Tata Nifty MidSmall Healthcare Index Fund-Reg (G)

3Y Returns0%

VS

AXIS Nifty Bank Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now

HDFC Manufacturing Fund - Regular (G) HDFC Manufacturing Fund - Regular (G)

3Y Returns0%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.43%

Compare Now
Request call back
Add to Cart Successfully