Tata Mid Cap Growth Fund Regular Plan vs Sundaram Mid Cap Fund Regular Plan compare
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4354 Cr | ₹11638 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Mar 2004 | 19 Jul 2002 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 69.98% | 45% |
Expense Ratio | 1.87 | 1.77 |
Manager | Satish Chandra Mishra | Ratish Varier |
ISIN Code | INF277K01626 | INF903J01173 |
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 | Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 3.25% | 2.72% |
6 Month | -0.5% | -0.82% |
1 Year | -2.47% | 6.74% |
3 Year | 26.47% | 30.6% |
5 Year | 26.6% | 28.77% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 6.79% | 7.75% |
1 Year | 2.92% | 6.68% |
3 Year | 19.93% | 24.47% |
5 Year | 20.77% | 24.05% |
Rolling Lumpsum Returns
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 16.93% | 20.98% |
3 Year | 16.85% | 18.62% |
5 Year | 17.17% | 18.81% |
Risk Management
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.05% | 16.453% |
Sharp | 0.98% | 0.764% |
Beta | 0.9% | 0.915% |
Alpha | -2.33% | 0.528% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Name | Satish Chandra Mishra | Ratish Varier |
Total AUM | ₹13117 Cr | ₹12102 Cr |
Funds Managed | 5 | 3 |
Tata Mid Cap Growth Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 8.64 | 6.38 |
Mid Cap | 67.35 | 65.33 |
Small Cap | 15.67 | 13.03 |
Large Cap | 8.34 | 15.27 |
Sector Allocation
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 8.64 | 5.37 |
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 | - | 14.82 |
Healthcare | - | 11.03 |
Basic Materials | - | 9.99 |
Consumer Cyclical | - | 18.88 |
Real Estate | - | 3.43 |
Energy | - | 1.7 |
Financial Services | - | 19.52 |
Communication Services | - | 3.32 |
Consumer Defensive | - | 3.4 |
Utilities | - | 2.1 |
Technology | - | 6.45 |
Top Comparisons
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns5.46%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
Franklin Build India Fund Growth Plan
3Y Returns34.93%
Quant Infrastructure Fund - Growth Option
3Y Returns26.68%
BANDHAN Money Manager Fund - Regular Plan - Growth
3Y Returns6.89%
SBI Savings Fund - Regular Plan - Growth
3Y Returns7.01%
HDFC Hybrid Equity Fund - Growth Plan
3Y Returns17.7%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns17.41%