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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) | ₹6301 Cr | ₹5497 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 | -3.55% | -3.1% |
| 6 Month | -1.17% | 1.19% |
| 1 Year | 11.34% | 12.34% |
| 3 Year | 20.97% | 22.67% |
| 5 Year | 19.47% | 19.87% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -4.33% | -2.36% |
| 1 Year | -1.58% | 3.8% |
| 3 Year | 10.81% | 12.09% |
| 5 Year | 14.16% | 15.75% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 19.14% | 15.58% |
| 3 Year | 18.68% | 17.72% |
| 5 Year | 15.89% | 17.53% |
Risk Management
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 13.87% | 13.05% |
| Sharp | 0.97% | 1.07% |
| Beta | 0.93% | 0.89% |
| Alpha | -1.38% | 0.03% |
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 | 12.29 | 10.25 |
| Large Cap | 5.74 | 7.15 |
| Mid Cap | 61.46 | 71.45 |
| Small Cap | 20.51 | 11.15 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 2.52 | 4.12 |
| Consumer Cyclical | 16.36 | 14.13 |
| Technology | 12.42 | 7.66 |
| Financial Services | 23.83 | 21.11 |
| Healthcare | 6.94 | 14.49 |
| Industrials | 12.16 | 13.74 |
| Basic Materials | 15.69 | 11.3 |
| Real Estate | 5.66 | 2.53 |
| Communication Services | 1.06 | 3.6 |
| Utilities | 2.28 | 1.75 |
| Consumer Defensive | 1.08 | 3.94 |
| Energy | - | 1.63 |
Top Comparisons
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3Y Returns19.79%
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
3Y Returns19.79%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns20.15%
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns19.21%
WhiteOak Capital Mid Cap Fund Regular Plan Growth
3Y Returns25.77%
Invesco India Midcap Fund - Growth Option
3Y Returns25.89%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns7.34%
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns6.53%
