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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) ₹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 0.03% -0.24%
6 Month 16.74% 11.92%
1 Year -3.43% -3.11%
3 Year 21.2% 21.68%
5 Year - 24.45%

SIP Return Analysis

Scheme Name Bandhan Midcap Fund Regular - Growth Tata Mid Cap Fund Regular Plan- Growth Option
6 Month 3.5% 2.11%
1 Year 15.38% 11.59%
3 Year 19.45% 16.99%
5 Year - 18.26%

Rolling Lumpsum Returns

Scheme Name Bandhan Midcap Fund Regular - Growth Tata Mid Cap Fund Regular Plan- Growth Option
1 Year 31.9% 16.23%
3 Year 20.57% 17.31%
5 Year - 17.35%

Risk Management

Scheme Name Bandhan Midcap Fund Regular - Growth Tata Mid Cap Fund Regular Plan- Growth Option
Standard Deviation 16.02% 13.05%
Sharp 0.81% 0.96%
Beta 0.92% 0.9%
Alpha -1.38% -0.61%

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 7.17 6.45
Mid Cap 66.07 69.73
Large Cap 16.57 8.59
Small Cap 10.19 15.23

Sector Allocation

Scheme Name

Bandhan Midcap Fund Regular - Growth

Tata Mid Cap Fund Regular Plan- Growth Option

Others 2.34 5.38
Industrials 17.01 19.23
Consumer Cyclical 22.09 13.97
Healthcare 14.31 14.31
Basic Materials 9.01 12.67
Technology 12.56 5.13
Financial Services 14.69 16.5
Consumer Defensive 1.57 2.28
Communication Services 1.65 3.3
Real Estate 3.55 3.86
Utilities 1.22 2
Energy - 1.37

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