search
Home>Mutual Funds>Compare L&T Midcap Fund Direct Growth with Aditya Birla Sun Life Mid Cap Direct Fund Growth
Compare Funds
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
cancel
L&T Midcap Fund Direct Growth
Equity
Mid Cap
2.0star
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
(55.0%)
Aditya Birla Sun Life Mid Cap Direct Fund Growth
(78.1%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹1000 | - |
| Expense Ratio | 0.70% | 1.21% | - |
| NAV | ₹230.0 (27-Oct-2021) | ₹511.9 (27-Oct-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹7,082Cr | ₹3,337Cr | - |
Returns
keyboard_arrow_up1Y
55.0%
78.1%
-
3Y
21.2%
22.9%
-
5Y
15.9%
13.8%
-
Pros & Cons
keyboard_arrow_upPros
1. 3Y annualised returns higher than category average by 4.01%
2. Lower expense ratio: 0.7%
1. 1Y and 3Y annualised returns higher than category average
2. Lower expense ratio: 1.21%
-
Cons
1. Higher AUM: 7081Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y and 5Y annualised returns lower than category average
3. Low rating: 2
1. 5Y annualised returns lower than category average by 2.04%
2. Low rating: 1
-
Holding Analysis
keyboard_arrow_upTop 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-
Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
Mphasis Ltd.
6.0%
Emami Ltd.
5.0%
Godrej Properties Ltd.
3.3%
Ipca Laboratories Ltd.
3.2%
Bayer CropScience Ltd.
3.2%
Blue Dart Express Ltd.
2.9%
Ratnamani Metals & Tubes Ltd.
2.8%
Cummins India Ltd.
2.7%
Sundaram Finance Ltd.
2.6%
Birlasoft Ltd.
2.6%
Name
Assets
Mphasis Ltd.
5.9%
Tata Power Company Ltd.
3.9%
MindTree Ltd.
3.1%
Cholamandalam Financial Holdings Ltd.
3.0%
Voltas Ltd.
2.9%
Coromandel International Ltd.
2.8%
Cholamandalam Investment & Finance Company Ltd.
2.8%
Gujarat Fluorochemicals Ltd.
2.8%
Max Financial Services Ltd.
2.7%
Phoenix Mills Ltd.
2.4%
-
Fund Manager
keyboard_arrow_upName
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_upDescription
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
