Home>Mutual Funds>Compare>Compare L&T Midcap Fund Direct Growth with Aditya Birla Sun Life Mid Cap Direct Fund Growth
shareSHARE
Compare Funds
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
cancel

L&T Midcap Fund Direct Growth

Equity
Mid Cap
3.0star
INVEST NOW
cancel

Aditya Birla Sun Life Mid Cap Direct Fund Growth

Equity
Mid Cap
1.0star
INVEST NOW
add_circle_outline

Add a fund

L&T Midcap Fund Direct Growth

(62.1%)

Aditya Birla Sun Life Mid Cap Direct Fund Growth

(74.7%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up
RiskVery HighVery High-
Min SIP Amount₹500₹1000-
Expense Ratio0.71%1.30%-
NAV₹215.5 (26-Jul-2021)₹457.3 (26-Jul-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹6,726Cr₹3,000Cr-
Returns
keyboard_arrow_up
1Y
62.1%
74.7%
-
3Y
14.0%
13.1%
-
5Y
16.7%
13.1%
-
Pros & Cons
keyboard_arrow_up
Pros
1. Lower expense ratio - 0.71%
2. 5Y Returns are higher than the category average returns
1. Lower expense ratio - 1.3%
2. 1Y Returns are higher than the category average returns
-
Cons
1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
1. 3Y Returns are lower than the category average returns
2. 5Y Returns are lower than the category average returns
-

Holding Analysis

keyboard_arrow_up
Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

keyboard_arrow_up
Top 10 Holdings
Name
Assets
Mphasis Ltd.
5.3%
Emami Ltd.
5.1%
Bayer CropScience Ltd.
3.7%
Birlasoft Ltd.
3.0%
Sundaram Finance Ltd.
3.0%
Blue Dart Express Ltd.
2.9%
Atul Ltd.
2.8%
Ipca Laboratories Ltd.
2.8%
Ratnamani Metals & Tubes Ltd.
2.8%
The Ramco Cements Ltd.
2.7%
Name
Assets
Mphasis Ltd.
5.2%
Coromandel International Ltd.
3.5%
Tata Power Company Ltd.
3.3%
Cholamandalam Financial Holdings Ltd.
3.2%
Max Financial Services Ltd.
3.1%
Cholamandalam Investment & Finance Company Ltd.
2.8%
MindTree Ltd.
2.6%
Torrent Power Ltd.
2.5%
Voltas Ltd.
2.4%
Gujarat Fluorochemicals Ltd.
2.3%
-
Fund Manager
keyboard_arrow_up
Name
Venugopal Manghat
Jayesh Gandhi
-
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
-
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.
-
About Fund
keyboard_arrow_up
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.

-

Launch Date

03 Jan 1997

23 Dec 1994

-

Custodian

Citibank NA

Citibank NA

-

Registrar & Transfer Agent

Cams

Cams

-

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
VS
SBI Magnum Multi Cap Fund - Direct - Growth
Axis Bluechip Fund - Direct - Growth
VS
SBI Bluechip Fund - Direct - Growth
HDFC Small Cap Fund - Direct - Growth
VS
L&T Emerging Businesses Fund - Direct - Growth
ⓒ 2016-2021 Groww. All rights reserved, Built with in India