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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) | ₹5970 Cr | ₹4946 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 | 3.13% | 3.53% |
| 6 Month | 19.82% | 19.48% |
| 1 Year | -3.85% | -3.83% |
| 3 Year | 18.86% | 20.51% |
| 5 Year | 23.87% | 23.85% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 4.04% | 4.67% |
| 1 Year | 11.78% | 12.03% |
| 3 Year | 18.72% | 18.5% |
| 5 Year | 18.79% | 19.23% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 20.02% | 16.58% |
| 3 Year | 18.45% | 17.11% |
| 5 Year | 15.6% | 17.28% |
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 | 0.76% | 0.89% |
| Beta | 0.94% | 0.9% |
| Alpha | -2.6% | -0.74% |
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 | 8.56 | 5.6 |
| Large Cap | 4.66 | 8.59 |
| Mid Cap | 68.85 | 69.81 |
| Small Cap | 17.93 | 15.99 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 3.54 | 5.6 |
| Consumer Cyclical | 14.97 | 13.37 |
| Technology | 10.98 | 4.09 |
| Financial Services | 20.54 | 16.26 |
| Healthcare | 12.48 | 14.69 |
| Industrials | 11.11 | 19.74 |
| Basic Materials | 16.2 | 13.11 |
| Real Estate | 3.81 | 3.98 |
| Communication Services | 1.14 | 3.26 |
| Consumer Defensive | 2.87 | 2.39 |
| Utilities | 2.36 | 2 |
| Energy | - | 1.51 |
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