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

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Aditya Birla Sun Life MidCap Fund-Growth

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Tata Mid Cap Growth Fund Regular Plan- Growth Option

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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 Risk	Very High Risk
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

Scheme Name	Aditya Birla Sun Life MidCap Fund-Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month	-6.23%	-6.88%
6 Month	-13.7%	-15.16%
1 Year	6.38%	4.3%
3 Year	14.65%	17.45%
5 Year	18.68%	19.54%

Scheme Name	Aditya Birla Sun Life MidCap Fund-Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month	-	-
1 Year	-11.83%	-14.96%
3 Year	15.26%	16.18%
5 Year	19.71%	20.11%

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%

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	0.55%	0.78%
Beta	0.92%	0.88%
Alpha	-4.3%	-0.96%

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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
Fund Manage	55	5
	Aditya Birla Sun Life MidCap Fund-Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option

Scheme Name	Aditya Birla Sun Life MidCap Fund-Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Others	0.64	4.64
Large Cap	8.02	7.57
Small Cap	25.69	18.55
Mid Cap	65.58	69.24

Scheme Name	Aditya Birla Sun Life MidCap Fund-Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Others	0.64	4.64
Telecom - Services	0.05	2.97
Auto Components	9.47	5.5
Construction	1.8	3.05
Cement & Cement Products	3.77	3.4
Pharmaceuticals & Biotechnology	7.14	13.12
Leisure Services	1.97	2.87
Paper, Forest & Jute Products	0.98	-
Healthcare Services	4.64	-
Banks	5.71	5.51
Chemicals & Petrochemicals	3.49	1.69
Transport Services	0.92	0.69
Ferrous Metals	1.49	-
Finance	9.56	7.33
Capital Markets	1.77	-
Consumer Durables	7.07	2.78
Electrical Equipment	3	3.57
Fertilizers & Agrochemicals	3.16	3.53
Insurance	2.61	5.26
Agricultural Food & other Products	0.4	1.09
Industrial Products	4.78	8.24
Gas	1.52	-
Agricultural, Commercial & Construction Vehicles	0.87	1.39
Realty	2.16	4.9
IT - Software	3.52	5.23
Entertainment	1.09	-
Oil	0.78	0.44
Retailing	3.22	-
Automobiles	0.83	-
Industrial Manufacturing	0.47	-
Personal Products	0.36	1.73
Minerals & Mining	1.44	-
Beverages	3.47	-
Transport Infrastructure	0.12	3.75
Power	3.33	0.82
Textiles & Apparels	2.33	1.98
Petroleum Products	-	1.35
Aerospace & Defense	-	1.03
Diversified	-	0.81
Commercial Services & Supplies	-	1.33