Tata Mid Cap Growth Fund Regular Plan vs Tata Mid Cap Growth Fund compare
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT
Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT
Chart Comparison
Overview
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT | Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT |
---|---|---|---|
Fund | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT | Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT |
Investment Plan | Growth | IDCW | IDCW |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹4354 Cr | ₹4354 Cr | ₹4354 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 |
Trailing Lumpsum Returns
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT | Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT |
---|---|---|---|
1 Month | 7.06% | 7.06% | 7.06% |
6 Month | -3.01% | -3.01% | -3.01% |
1 Year | 5.42% | 5.42% | 5.42% |
3 Year | 23.43% | 23.39% | 23.39% |
5 Year | 28.01% | 27.95% | 27.95% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT | Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT |
---|---|---|---|
6 Month | -0.73% | -0.73% | -0.73% |
1 Year | -11.1% | -11.1% | -11.1% |
3 Year | 16.27% | 16.26% | 16.26% |
5 Year | 18.84% | 18.8% | 18.8% |
Rolling Lumpsum Returns
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT | Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT |
---|---|---|---|
1 Year | 17.53% | 9.42% | 9.42% |
3 Year | 16.61% | 9.42% | 9.42% |
5 Year | 17.03% | 12.22% | 12.22% |
Risk Management
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT | Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT |
---|---|---|---|
Standard Deviation | 13.05% | 13.05% | 13.05% |
Sharp | 0.78% | 1.37% | 1.37% |
Beta | 0.91% | 0.88% | 0.88% |
Alpha | -1.76% | 1% | 1% |
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Fund Managers
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT | Tata Mid Cap Growth 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 Growth Fund Regular Plan- Growth Option | Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT | Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT |
Market Cap
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT |
Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT |
---|---|---|---|
Others | 7.34 | 7.34 | 2.98 |
Mid Cap | 67.05 | 67.05 | 68.49 |
Small Cap | 17.19 | 17.19 | 20.31 |
Large Cap | 8.42 | 8.42 | 8.23 |
Sector Allocation
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT |
Tata Mid Cap Growth Fund-Regular Plan - IDCW REINVESTMENT |
---|---|---|---|
Others | 7.34 | 7.34 | 2.92 |
Fertilizers & Agrochemicals | 3.25 | 3.25 | - |
Industrial Products | 6.41 | 6.41 | - |
Cement & Cement Products | 3.63 | 3.63 | - |
Healthcare Services | 1.77 | 1.77 | - |
Chemicals & Petrochemicals | 1.9 | 1.9 | - |
Pharmaceuticals & Biotechnology | 12.9 | 12.9 | - |
Banks | 6.61 | 6.61 | - |
Realty | 4.46 | 4.46 | - |
Petroleum Products | 1.5 | 1.5 | - |
Finance | 6.47 | 6.47 | - |
Telecom - Services | 3.14 | 3.14 | - |
Electrical Equipment | 2.37 | 2.37 | - |
Insurance | 5.92 | 5.92 | - |
Construction | 2.03 | 2.03 | - |
Gas | 2.11 | 2.11 | - |
Agricultural, Commercial & Construction Vehicles | 1.11 | 1.11 | - |
Consumer Durables | 2.67 | 2.67 | - |
IT - Software | 4.45 | 4.45 | - |
Aerospace & Defense | 1.11 | 1.11 | - |
Auto Components | 5.71 | 5.71 | - |
Leisure Services | 3.68 | 3.68 | - |
Diversified | 0.67 | 0.67 | - |
Agricultural Food & other Products | 1.13 | 1.13 | - |
Transport Infrastructure | 3.43 | 3.43 | - |
Textiles & Apparels | 1.99 | 1.99 | - |
Transport Services | 0.45 | 0.45 | - |
Power | 0.69 | 0.69 | - |
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 |
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