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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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L&T Midcap Fund Direct Growth

Equity
Mid Cap
4.0 star
INVEST NOW
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Aditya Birla Sun Life Mid Cap Direct Fund Growth

Equity
Mid Cap
1.0 star
INVEST NOW
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L&T Midcap Fund Direct Growth

(8.3%)

Aditya Birla Sun Life Mid Cap Direct Fund Growth

(-0.5%)
1Y
3Y
5Y
Fund Details
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RiskHighModerately High-
Min SIP Amount₹500₹1000-
Expense Ratio0.74%1.24%-
NAV₹147.3 (29-Sep-2020)₹283.7 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹5,791Cr₹2,284Cr-
Returns
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1Y
8.3%
-0.5%
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3Y
1.6%
-3.5%
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5Y
10.6%
5.4%
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Pros & Cons
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Pros
1. Lower expense ratio - 0.73%
1. Lower expense ratio - 1.3%
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Cons
1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. Risk-adjusted returns are lower compared to the category
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
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Holding Analysis

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Top 5
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Top 20
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P/E
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-
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P/B
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-
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Turn Over
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Equity
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-
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
Bayer CropScience Ltd.
4.2%
Emami Ltd.
3.8%
Ipca Laboratories Ltd.
3.4%
Mphasis Ltd.
3.4%
Syngene International Ltd.
2.9%
Atul Ltd.
2.5%
Coromandel International Ltd.
2.5%
Abbott India Ltd.
2.4%
Multi Commodity Exchange India
2.3%
Max Financial Services Ltd.
2.2%
Name
Assets
Coromandel International Ltd.
4.7%
Sanofi India Ltd.
2.8%
Cholamandalam Financial Holdings Ltd.
2.8%
Torrent Power Ltd.
2.8%
KEC International Ltd.
2.7%
Cadila Healthcare Ltd.
2.6%
Gujarat State Petronet Ltd.
2.6%
Tata Power Co. Ltd.
2.6%
Ipca Laboratories Ltd.
2.5%
Mahindra CIE Automotive Ltd.
2.5%
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Fund Manager
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Name
Venugopal Manghat
Jayesh Gandhi
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Education

Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).

Mr. Gandhi is a B.Com (H) from the University of Mumbai, CFA and Master of International Management degree from Thunderbird, USA

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Experience

Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.

Prior to joining Birla Sun Life Mutual Fund he has worked with HDFC Mutual Fund, Morgan Stanley.

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About Fund
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Description

L&T Mutual Fund started their mutual fund on 03/01/1997 and its managing total assets of ₹52,749 Cr. Its ranked at 12 as per total assets at end of 30th Sep 2017.

Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.

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Launch Date
03 Jan 1997
23 Dec 1994
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Custodian
Citibank NA
Citibank NA
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Registrar & Transfer Agent
Cams
Cams
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