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) ₹5801 Cr ₹4194 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Oct 2002 01 Jul 1994
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 1.9 0.75
Manager Dhaval Joshi Satish Chandra Mishra
ISIN Code INF209K01363 INF277K01626
Exits Load Exit load of 1%, if redeemed within 90 days./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month 7.09% 4.34%
6 Month 34.69% 30.84%
1 Year 44.39% 45.45%
3 Year 21.87% 23.28%
5 Year 26.5% 28.63%

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 19.77% 23.48%
3 Year 45.54% 56.14%
5 Year 92.94% 106.77%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year 27% 28.77%
3 Year 67.79% 75.24%
5 Year 101.59% 115%

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 1.05% 1.2%
Beta 0.88% 0.84%
Alpha -2.1% -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 1.32 5.23
Mid Cap 66.67 64.87
Small Cap 19.03 20.76
Large Cap 12.94 9.14

Sector Allocation

Scheme Name

Aditya Birla Sun Life MidCap Fund-Growth

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 1.23 2.96
Healthcare 9.43 11.33
Communication 0.53 2.68
Materials 4.97 5.75
Services 8.88 8.18
Consumer Staples 5.14 2.43
Automobile 7.89 5.98
Financial 18.59 16.7
Chemicals 6.17 4.33
Energy 5.64 2.81
Metals & Mining 5.81 5.22
Capital Goods 11.59 15.46
Construction 2.71 8.64
Technology 3.34 2.71
Consumer Discretionary 5.37 2.05
Textiles 2.67 1.9
Diversified - 0.87

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