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 8.37% 8.07%
6 Month -15.61% -14.68%
1 Year 7.69% 3.69%
3 Year 15.26% 17.17%
5 Year 29.98% 29.62%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month -6.23% -7.17%
1 Year -10.8% -15.06%
3 Year 17.23% 17.29%
5 Year 20.09% 20.16%

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 0.48% 0.63%
Beta 0.91% 0.91%
Alpha -4.11% -2.03%

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 7.81 2.98
Small Cap 17.12 20.31
Mid Cap 68.21 68.49
Large Cap 6.85 8.23

Sector Allocation

Scheme Name

Aditya Birla Sun Life MidCap Fund-Growth

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 5.6 2.92
Consumer Cyclical 16.59 11.73
Industrials 12.88 22.52
Technology 8.31 5.68
Basic Materials 14.88 9.49
Healthcare 12.5 14.75
Financial Services 17.22 20.39
Utilities 2.91 1.87
Real Estate 3.73 4.84
Communication Services 1.4 2.98
Energy 0.76 1.69
Consumer Defensive 3.22 1.13

Top Comparisons

HDFC Money Market Fund - Growth Option HDFC Money Market Fund - Growth Option

3Y Returns6.94%

VS

HSBC Money Market Fund - Regular Growth HSBC Money Market Fund - Regular Growth

3Y Returns6.57%

Compare Now

ITI Value Fund Regular - Growth ITI Value Fund Regular - Growth

3Y Returns16.33%

VS

BANDHAN Sterling Value Fund - Regular Plan - Growth BANDHAN Sterling Value Fund - Regular Plan - Growth

3Y Returns15.62%

Compare Now

Axis Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

3Y Returns12.34%

VS

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

3Y Returns11.4%

Compare Now

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

3Y Returns12.98%

VS

HSBC Multi Cap Fund - Regular - Growth HSBC Multi Cap Fund - Regular - Growth

3Y Returns0%

Compare Now
Add to Cart Successfully