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Tata Mid Cap Growth Fund Regular Plan vs Sundaram Mid Cap Fund Regular Plan compare
Tata Mid Cap Fund Regular Plan- Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹4946 Cr | ₹12501 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 Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.96% | 2.67% |
| 6 Month | 17.76% | 20.61% |
| 1 Year | -4.31% | -0.5% |
| 3 Year | 19.36% | 21.63% |
| 5 Year | 24.86% | 26.65% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.67% | 5.36% |
| 1 Year | 12.03% | 14.63% |
| 3 Year | 18.5% | 22.94% |
| 5 Year | 19.23% | 22.54% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.05% | 15.01% |
| Sharp | 0.89% | 0.98% |
| Beta | 0.9% | 0.90% |
| Alpha | -0.74% | 1.38% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.6 | 8.46 |
| Mid Cap | 69.81 | 66.65 |
| Small Cap | 15.99 | 14.24 |
| Large Cap | 8.59 | 10.65 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.6 | 5.49 |
| Industrials | 19.74 | 14.27 |
| Basic Materials | 13.11 | 11.06 |
| Healthcare | 14.69 | 11.57 |
| Real Estate | 3.98 | 3.59 |
| Energy | 1.51 | 2.04 |
| Communication Services | 3.26 | 2.32 |
| Financial Services | 16.26 | 19.28 |
| Utilities | 2 | 2.59 |
| Consumer Cyclical | 13.37 | 17.91 |
| Technology | 4.09 | 5.61 |
| Consumer Defensive | 2.39 | 4.27 |
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