Tata Mid Cap Growth Fund Regular Plan vs ICICI Prudential MidCap Fund compare
ICICI Prudential MidCap Fund - Growth
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Chart Comparison
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) | ₹5975 Cr | ₹4354 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 | 1.91 | 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 Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Month | 2.21% | 2.64% |
6 Month | -6.44% | -7.28% |
1 Year | 4.41% | 2.57% |
3 Year | 18.73% | 18.67% |
5 Year | 29.58% | 26.63% |
SIP Return Analysis
Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
6 Month | -1.17% | -0.44% |
1 Year | -10.3% | -10.32% |
3 Year | 18.45% | 18.08% |
5 Year | 20.73% | 20.08% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Year | 14.4% | 17.53% |
3 Year | 14.95% | 16.61% |
5 Year | 15.67% | 17.03% |
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 | 0.64% | 0.63% |
Beta | 0.92% | 0.91% |
Alpha | -1.47% | -1.79% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 2.11 | 3.85 |
Mid Cap | 68.2 | 68.81 |
Small Cap | 15.98 | 19.06 |
Large Cap | 13.72 | 8.29 |
Sector Allocation
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 1.97 | 3.76 |
Basic Materials | 31.03 | 9.65 |
Financial Services | 15.33 | 20.91 |
Communication Services | 11.38 | 3.12 |
Industrials | 18.68 | 21.45 |
Healthcare | 2.68 | 14.6 |
Consumer Cyclical | 9.4 | 11.64 |
Real Estate | 8.9 | 4.58 |
Consumer Defensive | 0.12 | 1.2 |
Technology | 0.36 | 4.98 |
Utilities | 0.15 | 2.79 |
Energy | - | 1.34 |
Top Comparisons
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns6.33%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns14.14%
ICICI Prudential US Bluechip Equity Fund - Growth
3Y Returns10.88%
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan
3Y Returns8.44%
Franklin India Smaller Companies Fund-Growth
3Y Returns20.7%
SBI Small Cap Fund Regular Growth
3Y Returns14.86%
LIC MF Small Cap Fund Regular - Growth
3Y Returns16.37%
Quant Small Cap Fund Regular Growth
3Y Returns21.11%