Tata Mid Cap Growth Fund Regular Plan vs Sundaram Mid Cap Fund Regular Plan compare

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Tata Mid Cap Fund Regular Plan- Growth Option

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Sundaram Mid Cap Fund Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Fund	Tata Mid Cap Fund Regular Plan- Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹4985 Cr	₹12818 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

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	-1.4%	-1.35%
6 Month	6.8%	8.03%
1 Year	-5.3%	1.42%
3 Year	21.64%	24.7%
5 Year	26.47%	28.22%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	8.22%	7.76%
1 Year	8.91%	9.45%
3 Year	20.38%	24.04%
5 Year	20.77%	23.59%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	16.58%	20.64%
3 Year	17.11%	18.9%
5 Year	17.28%	18.91%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	13.05%	16.03%
Sharp	1.25%	1.33%
Beta	0.9%	0.93%
Alpha	-1.79%	1.14%

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Scheme Name	Tata Mid Cap 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 Fund Regular Plan- Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Others	5.92	7.06
Mid Cap	69.53	67.43
Small Cap	15.88	14.05
Large Cap	8.67	11.46

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Others	5.92	4.28
Industrials	19.96	14.84
Basic Materials	12.41	10.69
Healthcare	14.34	10.71
Real Estate	4.3	3.78
Energy	1.58	2.1
Financial Services	17.14	20.7
Communication Services	3.56	2.55
Utilities	2.16	1.89
Consumer Cyclical	12.93	18.14
Technology	4.38	6.16
Consumer Defensive	1.32	4.15