- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Mid Cap Growth Fund Regular Plan vs Tata Mid Cap Growth Fund compare
Tata Mid Cap Fund Regular Plan- Growth Option
Tata Mid Cap Fund-Regular Plan - IDCW PAYOUT
Tata Mid Cap Fund-Regular Plan - IDCW REINVESTMENT
Chart Comparison
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) | ₹4984 Cr | ₹4984 Cr | ₹4984 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 Fund Regular Plan- Growth Option | Tata Mid Cap Fund-Regular Plan - IDCW PAYOUT | Tata Mid Cap Fund-Regular Plan - IDCW REINVESTMENT |
|---|---|---|---|
| 1 Month | -1.71% | -1.71% | -1.71% |
| 6 Month | 14.63% | 14.63% | 14.63% |
| 1 Year | -1.54% | -1.54% | -1.54% |
| 3 Year | 20.53% | 20.51% | 20.51% |
| 5 Year | 24.9% | 24.84% | 24.84% |
SIP Return Analysis
| 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 | 4.12% | 4.12% | 4.12% |
| 1 Year | 4.1% | 4.1% | 4.1% |
| 3 Year | 17.43% | 17.42% | 17.42% |
| 5 Year | 18.82% | 18.79% | 18.79% |
Rolling Lumpsum Returns
| 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 | 16.58% | 8.25% | 8.25% |
| 3 Year | 17.11% | 10.28% | 10.28% |
| 5 Year | 17.28% | 12.49% | 12.49% |
Risk Management
| 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 | 1.05% | 1.37% | 1.37% |
| Beta | 0.9% | 0.88% | 0.88% |
| Alpha | -1.2% | 1% | 1% |
Fund Managers
| 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 |
Market Cap
| 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 | 5.6 | 5.6 | 5.6 |
| Mid Cap | 69.81 | 69.81 | 69.81 |
| Small Cap | 15.99 | 15.99 | 15.99 |
| Large Cap | 8.59 | 8.59 | 8.59 |
Sector Allocation
| 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 | 5.6 | 5.6 | 5.6 |
| Industrials | 19.74 | 19.74 | 19.74 |
| Basic Materials | 13.11 | 13.11 | 13.11 |
| Healthcare | 14.69 | 14.69 | 14.69 |
| Real Estate | 3.98 | 3.98 | 3.98 |
| Energy | 1.51 | 1.51 | 1.51 |
| Communication Services | 3.26 | 3.26 | 3.26 |
| Financial Services | 16.26 | 16.26 | 16.26 |
| Utilities | 2 | 2 | 2 |
| Consumer Cyclical | 13.37 | 13.37 | 13.37 |
| Technology | 4.09 | 4.09 | 4.09 |
| Consumer Defensive | 2.39 | 2.39 | 2.39 |
Top Comparisons
Bandhan Banking & PSU Fund - Regular Growth
3Y Returns7.12%
HSBC Banking and PSU Debt Fund - Regular Growth
3Y Returns6.82%
ICICI Prudential Floating Interest Fund - Growth
3Y Returns8.04%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.65%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns6.99%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.81%
Bandhan Floater Fund Regular - Growth
3Y Returns7.28%
Axis Floater Fund - Regular Plan - Growth
3Y Returns7.72%
