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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) | ₹6278 Cr | ₹5420 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 | -0.54% | -0.36% |
| 6 Month | 1.58% | 5.28% |
| 1 Year | -0.13% | 2.21% |
| 3 Year | 19.61% | 21.14% |
| 5 Year | 21.19% | 21.29% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.17% | 2.66% |
| 1 Year | 14.19% | 17.73% |
| 3 Year | 16.16% | 16.88% |
| 5 Year | 16.82% | 18.03% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 19.39% | 15.85% |
| 3 Year | 18.58% | 17.59% |
| 5 Year | 15.8% | 17.48% |
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% | 0.96% |
| Beta | 0.94% | 0.90% |
| Alpha | -2.24% | -0.37% |
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 | 9.57 | 7.02 |
| Large Cap | 4.01 | 8.76 |
| Mid Cap | 65.3 | 70.8 |
| Small Cap | 21.12 | 13.42 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 2.63 | 5.15 |
| Consumer Cyclical | 17.67 | 12.88 |
| Technology | 11.4 | 4.87 |
| Financial Services | 22.08 | 18.39 |
| Healthcare | 8.26 | 14.69 |
| Industrials | 10.99 | 18.83 |
| Basic Materials | 14.9 | 11.93 |
| Real Estate | 5.91 | 3.28 |
| Communication Services | 1.1 | 3.27 |
| Consumer Defensive | 2.75 | 3.15 |
| Utilities | 2.31 | 1.94 |
| Energy | - | 1.62 |
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