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) | ₹1957 Cr | ₹5283 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 | -2.1% | 0.34% |
| 6 Month | 2.28% | 6.27% |
| 1 Year | -3.26% | 1.74% |
| 3 Year | 19.95% | 20.46% |
| 5 Year | - | 21.34% |
SIP Return Analysis
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 0.05% | 3.37% |
| 1 Year | 11.5% | 17.06% |
| 3 Year | 16.25% | 16.81% |
| 5 Year | - | 18.08% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 31.9% | 15.85% |
| 3 Year | 20.57% | 17.59% |
| 5 Year | - | 17.48% |
Risk Management
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 16.04% | 14.55% |
| Sharp | 0.87% | 0.96% |
| Beta | 0.94% | 0.90% |
| Alpha | -1.22% | -0.37% |
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 | 7.8 | 4.61 |
| Mid Cap | 65.42 | 69.06 |
| Large Cap | 15.67 | 10.99 |
| Small Cap | 11.11 | 15.34 |
Sector Allocation
| Scheme Name |
Bandhan Midcap Fund Regular - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 2.4 | 4.61 |
| Industrials | 16.21 | - |
| Consumer Cyclical | 19.82 | - |
| Healthcare | 14.87 | - |
| Basic Materials | 8.62 | - |
| Technology | 13.42 | - |
| Financial Services | 16.97 | - |
| Consumer Defensive | 0.96 | - |
| Communication Services | 1.8 | - |
| Real Estate | 3.74 | - |
| Utilities | 1.18 | - |
| Industrial Products | - | 6.8 |
| Cement & Cement Products | - | 4 |
| Healthcare Services | - | 3.08 |
| Chemicals & Petrochemicals | - | 2.9 |
| IT - Software | - | 4.87 |
| Realty | - | 3.28 |
| Petroleum Products | - | 1.62 |
| Pharmaceuticals & Biotechnology | - | 11.62 |
| Telecom - Services | - | 3.27 |
| Finance | - | 5.72 |
| Electrical Equipment | - | 2.23 |
| Banks | - | 8.2 |
| Insurance | - | 4.46 |
| Agricultural Food & other Products | - | 3.15 |
| Construction | - | 0.84 |
| Gas | - | 1.44 |
| Agricultural, Commercial & Construction Vehicles | - | 1.07 |
| Consumer Durables | - | 3.29 |
| Aerospace & Defense | - | 1.29 |
| Auto Components | - | 7.18 |
| Leisure Services | - | 2.79 |
| Diversified | - | 0.59 |
| Fertilizers & Agrochemicals | - | 4.01 |
| Transport Infrastructure | - | 2.91 |
| Ferrous Metals | - | 1.01 |
| Textiles & Apparels | - | 1.75 |
| Transport Services | - | 0.69 |
| Power | - | 0.5 |
| Commercial Services & Supplies | - | 0.83 |
Top Comparisons
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns19.41%
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns19.54%
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH
3Y Returns0%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns33.88%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns17.76%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns24.55%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns15.58%
HSBC Multi Asset Active FOF - Growth
3Y Returns14.89%