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) | ₹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 |
Top Comparisons
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.34%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.28%
Kotak Banking and PSU Debt - Growth
3Y Returns7.3%
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.06%
ICICI Prudential Regular Savings Fund - Plan - Growth
3Y Returns9.85%
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns9.61%
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.88%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.97%