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 | 0.03% | -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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