Aditya Birla Sun Life MidCap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Aditya Birla Sun Life MidCap Fund-Growth
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Chart Comparison
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% |
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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 |
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 |
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