Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life MidCap Fund vs Tata Mid Cap Growth Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life MidCap Fund-Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Fund Aditya Birla Sun Life MidCap Fund-Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5533 Cr ₹4354 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 03 Oct 2002 31 Mar 2004
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 16% 69.98%
Expense Ratio 1.87 1.87
Manager Dhaval Joshi Satish Chandra Mishra
ISIN Code INF209K01363 INF277K01626
Exits Load Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 Aditya Birla Sun Life MidCap Fund-Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month 4.18% 3.58%
6 Month -7.07% -5.75%
1 Year 9.72% 5.88%
3 Year 16.53% 18.58%
5 Year 28.85% 28%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month -1.83% -2.7%
1 Year -9.03% -12.31%
3 Year 17.07% 17.27%
5 Year 19.58% 19.76%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year 21% 17.53%
3 Year 18.45% 16.61%
5 Year 15.37% 17.03%

Risk Management

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Standard Deviation 13.87% 13.05%
Sharp 0.52% 0.63%
Beta 0.93% 0.91%
Alpha -3.5% -1.79%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Name Dhaval Joshi Satish Chandra Mishra
Total AUM ₹361932 Cr ₹13117 Cr
Funds Managed 55 5
Aditya Birla Sun Life MidCap Fund-Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life MidCap Fund-Growth

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 3.74 3.85
Small Cap 16.35 19.06
Mid Cap 67.82 68.81
Large Cap 12.09 8.29

Sector Allocation

Scheme Name

Aditya Birla Sun Life MidCap Fund-Growth

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 3.74 3.76
Construction 0.82 -
IT - Services 0.61 -
Finance 10.11 -
Retailing 2.7 -
Pharmaceuticals & Biotechnology 7.64 -
Chemicals & Petrochemicals 4.81 -
IT - Software 6.25 -
Leisure Services 2.42 -
Paper, Forest & Jute Products 0.8 -
Healthcare Services 4.76 -
Auto Components 5.87 -
Banks 6.93 -
Electrical Equipment 2.51 -
Transport Services 0.81 -
Capital Markets 1.59 -
Fertilizers & Agrochemicals 1.73 -
Insurance 2.42 -
Industrial Products 7.13 -
Diversified Metals 0.88 -
Realty 3.6 -
Ferrous Metals 2.47 -
Consumer Durables 4.27 -
Oil 0.38 -
Automobiles 0.88 -
Minerals & Mining 1.96 -
Beverages 3.23 -
Transport Infrastructure 0.68 -
Textiles & Apparels 3.34 -
Power 2.75 -
Cement & Cement Products 1.91 -
Basic Materials - 9.65
Industrials - 21.45
Healthcare - 14.6
Financial Services - 20.91
Real Estate - 4.58
Energy - 1.34
Communication Services - 3.12
Utilities - 2.79
Consumer Cyclical - 11.64
Technology - 4.98
Consumer Defensive - 1.2

Top Comparisons

Franklin India Opportunities Fund - Growth Franklin India Opportunities Fund - Growth

3Y Returns29.31%

VS

Nippon India Innovation Fund - Regular (G) Nippon India Innovation Fund - Regular (G)

3Y Returns0%

Compare Now

Nippon India Multi Cap Fund-Growth Plan-Bonus Option Nippon India Multi Cap Fund-Growth Plan-Bonus Option

3Y Returns25.99%

VS

LIC MF Multi Cap Fund Regular - Growth LIC MF Multi Cap Fund Regular - Growth

3Y Returns0%

Compare Now

Kotak Multi Asset Allocation Fund - Regular (G) Kotak Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

VS

Quant Multi Asset Fund-Growth Quant Multi Asset Fund-Growth

3Y Returns16.82%

Compare Now

Bandhan ELSS Tax saver Fund - Regular Plan - Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth

3Y Returns14.03%

VS

Tata ELSS Tax Saver Fund-Growth-Regular Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan

3Y Returns15.16%

Compare Now
Add to Cart Successfully