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Aditya Birla Sun Life MidCap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Aditya Birla Sun Life MidCap Fund-Growth
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life MidCap Fund-Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹6008 Cr | ₹5043 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Oct 2002 | 31 Mar 2004 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 16% | 69.98% |
| Expense Ratio | 1.87 | 1.87 |
| Manager | Dhaval Joshi | Satish Chandra Mishra |
| ISIN Code | INF209K01363 | INF277K01626 |
| Exits Load | Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 3.51% | 3.43% |
| 6 Month | 10.02% | 10.69% |
| 1 Year | 1.73% | 2.71% |
| 3 Year | 19.83% | 21.14% |
| 5 Year | 24.55% | 24.32% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -0.31% | 0.44% |
| 1 Year | 7.46% | 8.43% |
| 3 Year | 15.24% | 15.13% |
| 5 Year | 16.57% | 17.22% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 19.77% | 16.23% |
| 3 Year | 18.44% | 17.31% |
| 5 Year | 15.68% | 17.35% |
Risk Management
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 15.53% | 14.55% |
| Sharp | 0.83% | 0.95% |
| Beta | 0.94% | 0.90% |
| Alpha | -2.25% | -0.58% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Satish Chandra Mishra |
| Total AUM | ₹361932 Cr | ₹13117 Cr |
| Funds Managed | 55 | 5 |
| Aditya Birla Sun Life MidCap Fund-Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 8.79 | 5.89 |
| Large Cap | 3.95 | 8.73 |
| Mid Cap | 65.81 | 70.5 |
| Small Cap | 21.45 | 14.88 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 2.88 | 4.66 |
| Consumer Cyclical | 17.13 | 13.75 |
| Technology | 11.09 | 4.69 |
| Financial Services | 20.63 | 16.6 |
| Healthcare | 10.41 | 14.95 |
| Industrials | 11.8 | 19.77 |
| Basic Materials | 16.17 | 11.95 |
| Real Estate | 3.76 | 3.8 |
| Communication Services | 1.09 | 3.11 |
| Consumer Defensive | 2.8 | 3.17 |
| Utilities | 2.23 | 1.97 |
| Energy | - | 1.58 |
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