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

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tortoise-icon Aditya Birla Sun Life MidCap Fund-Growth

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tortoise-icon 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 Very High
Asset Size (Cr) ₹6015 Cr ₹4444 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 2.31% 1.58%
6 Month 2.51% -1.68%
1 Year 25.11% 22.79%
3 Year 18.31% 20.75%
5 Year 23.02% 24.66%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month - -
1 Year 17.56% 13.14%
3 Year 25.7% 26.97%
5 Year 26.05% 26.57%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year 20.84% 17.42%
3 Year 18.53% 16.1%
5 Year 15.28% 16.97%

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 0.8% 1%
Beta 0.9% 0.87%
Alpha -2.58% -0.09%

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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
Fund Manage 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 0.64 4.64
Large Cap 8.02 7.57
Small Cap 25.69 18.55
Mid Cap 65.58 69.24

Sector Allocation

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

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