Bandhan Midcap Fund Regular vs Tata Mid Cap Growth Fund Regular Plan compare
Bandhan Midcap Fund Regular - Growth
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Fund | Bandhan Midcap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1858 Cr | ₹5043 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Aug 2022 | 31 Mar 2004 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | % | 69.98% |
| Expense Ratio | 2.1 | 1.87 |
| Manager | Harshal Joshi | Satish Chandra Mishra |
| ISIN Code | INF194KB1DM6 | INF277K01626 |
| Exits Load | Bandhan Midcap 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 - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 0.21% | 2.8% |
| 6 Month | 14.2% | 12.98% |
| 1 Year | 3.34% | 3.82% |
| 3 Year | 20.98% | 21.16% |
| 5 Year | - | 23.41% |
SIP Return Analysis
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.72% | 3.33% |
| 1 Year | 13.85% | 15.86% |
| 3 Year | 18.1% | 17.36% |
| 5 Year | - | 18.36% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 31.9% | 16.03% |
| 3 Year | 20.57% | 17.48% |
| 5 Year | - | 17.45% |
Risk Management
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 16.06% | 13.05% |
| Sharp | 0.86% | 1.01% |
| Beta | 0.94% | 0.9% |
| Alpha | -1.41% | -0.72% |
Fund Managers
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Name | Harshal Joshi | Satish Chandra Mishra |
| Total AUM | ₹42965 Cr | ₹13117 Cr |
| Funds Managed | 20 | 5 |
| Bandhan Midcap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Bandhan Midcap Fund Regular - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 7.26 | 5.89 |
| Mid Cap | 65.58 | 70.5 |
| Large Cap | 16.37 | 8.73 |
| Small Cap | 10.78 | 14.88 |
Sector Allocation
| Scheme Name |
Bandhan Midcap Fund Regular - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 2.33 | 4.66 |
| Industrials | 16.66 | 19.77 |
| Consumer Cyclical | 21.58 | 13.75 |
| Healthcare | 15.45 | 14.95 |
| Basic Materials | 8.26 | 11.95 |
| Technology | 12.35 | 4.69 |
| Financial Services | 15.75 | 16.6 |
| Consumer Defensive | 1.35 | 3.17 |
| Communication Services | 1.7 | 3.11 |
| Real Estate | 3.41 | 3.8 |
| Utilities | 1.15 | 1.97 |
| Energy | - | 1.58 |
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