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

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Tata Mid Cap Fund Regular Plan- Growth Option

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Tata Mid Cap Fund-Regular Plan - IDCW PAYOUT

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Tata Mid Cap Fund-Regular Plan - IDCW REINVESTMENT

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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	Tata Mid Cap Fund-Regular Plan - IDCW PAYOUT	Tata Mid Cap Fund-Regular Plan - IDCW REINVESTMENT
Fund	Tata Mid Cap Fund Regular Plan- Growth Option	Tata Mid Cap Fund-Regular Plan - IDCW PAYOUT	Tata Mid Cap Fund-Regular Plan - IDCW REINVESTMENT
Investment Plan	Growth	Dividend	Dividend
Level of Risk	Average	Average	Average
Asset Size (Cr)	₹4701 Cr	₹4701 Cr	₹4701 Cr
Min Investment	₹5000	₹5000	₹5000
Min SIP Invesment	₹100	₹100	₹100
Min Addl Investment	₹1000	₹1000	₹1000
Launch Date	31 Mar 2004	31 Mar 2004	31 Mar 2004
Category	Mid Cap	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	69.98%	69.98%	69.98%
Expense Ratio	1.87	1.87	1.87
Manager	Satish Chandra Mishra	Satish Chandra Mishra	Satish Chandra Mishra
ISIN Code	INF277K01626	INF277K01642	INF277K01642
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	Tata Mid Cap Growth Fund - Regular Plan - IDCW 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 - IDCW 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	Tata Mid Cap Fund-Regular Plan - IDCW PAYOUT	Tata Mid Cap Fund-Regular Plan - IDCW REINVESTMENT
1 Month	4.87%	4.87%	4.87%
6 Month	2.28%	2.28%	2.28%
1 Year	0.11%	0.11%	0.11%
3 Year	25.89%	25.86%	25.86%
5 Year	27.01%	26.95%	26.95%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Tata Mid Cap Fund-Regular Plan - IDCW PAYOUT	Tata Mid Cap Fund-Regular Plan - IDCW REINVESTMENT
6 Month	11.32%	11.32%	11.32%
1 Year	9.23%	9.23%	9.23%
3 Year	21.76%	21.75%	21.75%
5 Year	21.72%	21.69%	21.69%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Tata Mid Cap Fund-Regular Plan - IDCW PAYOUT	Tata Mid Cap Fund-Regular Plan - IDCW REINVESTMENT
1 Year	16.93%	8.76%	8.76%
3 Year	16.85%	10.01%	10.01%
5 Year	17.17%	12.42%	12.42%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Tata Mid Cap Fund-Regular Plan - IDCW PAYOUT	Tata Mid Cap Fund-Regular Plan - IDCW REINVESTMENT
Standard Deviation	13.05%	13.05%	13.05%
Sharp	0.98%	1.37%	1.37%
Beta	0.9%	0.88%	0.88%
Alpha	-2.33%	1%	1%

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Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Tata Mid Cap Fund-Regular Plan - IDCW PAYOUT	Tata Mid Cap Fund-Regular Plan - IDCW REINVESTMENT
Name	Satish Chandra Mishra	Satish Chandra Mishra	Satish Chandra Mishra
Total AUM	₹13117 Cr	₹13117 Cr	₹13117 Cr
Funds Managed	5	5	5
	Tata Mid Cap Fund Regular Plan- Growth Option	Tata Mid Cap Fund-Regular Plan - IDCW PAYOUT	Tata Mid Cap Fund-Regular Plan - IDCW REINVESTMENT

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Tata Mid Cap Fund-Regular Plan - IDCW PAYOUT	Tata Mid Cap Fund-Regular Plan - IDCW REINVESTMENT
Others	8.64	8.64	2.98
Mid Cap	67.35	67.35	68.49
Small Cap	15.67	15.67	20.31
Large Cap	8.34	8.34	8.23

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Tata Mid Cap Fund-Regular Plan - IDCW PAYOUT	Tata Mid Cap Fund-Regular Plan - IDCW REINVESTMENT
Others	8.64	8.64	2.92
Fertilizers & Agrochemicals	3.31	3.31	-
Industrial Products	5.81	5.81	-
Cement & Cement Products	4.33	4.33	-
Healthcare Services	2.94	2.94	-
Chemicals & Petrochemicals	1.86	1.86	-
Pharmaceuticals & Biotechnology	12.48	12.48	-
Realty	4.4	4.4	-
Petroleum Products	1.51	1.51	-
Finance	5.39	5.39	-
Telecom - Services	3.55	3.55	-
Electrical Equipment	2.16	2.16	-
Banks	5.9	5.9	-
Insurance	6.27	6.27	-
Construction	0.88	0.88	-
Gas	1.92	1.92	-
Agricultural, Commercial & Construction Vehicles	1.18	1.18	-
Consumer Durables	2.3	2.3	-
IT - Software	4.39	4.39	-
Aerospace & Defense	1.12	1.12	-
Auto Components	5.56	5.56	-
Leisure Services	3.78	3.78	-
Diversified	0.67	0.67	-
Agricultural Food & other Products	1.14	1.14	-
Transport Infrastructure	3.17	3.17	-
Ferrous Metals	0.99	0.99	-
Textiles & Apparels	2.07	2.07	-
Transport Services	0.5	0.5	-
Power	0.68	0.68	-
Commercial Services & Supplies	1.1	1.1	-
Basic Materials	-	-	9.49
Industrials	-	-	22.52
Healthcare	-	-	14.75
Financial Services	-	-	20.39
Real Estate	-	-	4.84
Energy	-	-	1.69
Communication Services	-	-	2.98
Utilities	-	-	1.87
Consumer Cyclical	-	-	11.73
Technology	-	-	5.68
Consumer Defensive	-	-	1.13