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Bandhan Midcap Fund Regular vs Tata Mid Cap Growth Fund Regular Plan compare

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tortoise-icon Bandhan Midcap Fund Regular - Growth

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tortoise-icon Tata Mid Cap Fund Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1969 Cr ₹5497 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 -6.61% -3.43%
6 Month -6.45% -1.11%
1 Year -3.02% 5.89%
3 Year 18.65% 21.18%
5 Year - 18.67%

SIP Return Analysis

Scheme Name Bandhan Midcap Fund Regular - Growth Tata Mid Cap Fund Regular Plan- Growth Option
6 Month -5.23% 1.49%
1 Year 0.91% 13.67%
3 Year 11.26% 14.89%
5 Year - 17.13%

Rolling Lumpsum Returns

Scheme Name Bandhan Midcap Fund Regular - Growth Tata Mid Cap Fund Regular Plan- Growth Option
1 Year 22.04% 15.58%
3 Year 20.69% 17.72%
5 Year - 17.53%

Risk Management

Scheme Name Bandhan Midcap Fund Regular - Growth Tata Mid Cap Fund Regular Plan- Growth Option
Standard Deviation 2.58% 13.05%
Sharp 0.9% 1.07%
Beta 0.95% 0.89%
Alpha -2.01% 0.03%

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 11.14 10.25
Large Cap 15.06 7.15
Mid Cap 63.98 71.45
Small Cap 9.83 11.15

Sector Allocation

Scheme Name

Bandhan Midcap Fund Regular - Growth

Tata Mid Cap Fund Regular Plan- Growth Option

Others 3.71 4.12
Consumer Cyclical 19.73 14.13
Healthcare 14.94 14.49
Industrials 14.6 13.74
Basic Materials 8.44 11.3
Technology 11.29 7.66
Financial Services 19.81 21.11
Real Estate 3.58 2.53
Consumer Defensive 1.14 3.94
Communication Services 1.7 3.6
Utilities 1.05 1.75
Energy - 1.63

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