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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 | 2.74% | 2.74% | 2.74% |
| 6 Month | -7.12% | -7.12% | -7.12% |
| 1 Year | 3.22% | 3.22% | 3.22% |
| 3 Year | 18.74% | 18.71% | 18.71% |
| 5 Year | 27.22% | 27.16% | 27.16% |
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 | -0.44% | -0.44% | -0.44% |
| 1 Year | -10.32% | -10.32% | -10.32% |
| 3 Year | 18.08% | 18.07% | 18.07% |
| 5 Year | 20.08% | 20.04% | 20.04% |
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 | 0.63% | 1.37% | 1.37% |
| Beta | 0.91% | 0.88% | 0.88% |
| Alpha | -1.79% | 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 | 3.85 | 3.85 | 2.98 |
| Mid Cap | 68.81 | 68.81 | 68.49 |
| Small Cap | 19.06 | 19.06 | 20.31 |
| Large Cap | 8.29 | 8.29 | 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 | 3.76 | 3.76 | 2.92 |
| Basic Materials | 9.65 | 9.65 | 9.49 |
| Industrials | 21.45 | 21.45 | 22.52 |
| Healthcare | 14.6 | 14.6 | 14.75 |
| Financial Services | 20.91 | 20.91 | 20.39 |
| Real Estate | 4.58 | 4.58 | 4.84 |
| Energy | 1.34 | 1.34 | 1.69 |
| Communication Services | 3.12 | 3.12 | 2.98 |
| Utilities | 2.79 | 2.79 | 1.87 |
| Consumer Cyclical | 11.64 | 11.64 | 11.73 |
| Technology | 4.98 | 4.98 | 5.68 |
| Consumer Defensive | 1.2 | 1.2 | 1.13 |
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