Compare Mutual Funds

Insights from Fund Comparison

• Both Taurus Mid Cap Fund (IDCW) and Aditya Birla SL Midcap Fund - Direct (G) are Mid Cap Fund, Equity schemes. Taurus Mid Cap Fund (IDCW) is 17 yrs 1 m old and manages ₹131.84 Crs, whereas Aditya Birla SL Midcap Fund - Direct (G) is 12 yrs 11 m old with ₹6,278.31 Crs.
• Taurus Mid Cap Fund (IDCW) is older, but Aditya Birla SL Midcap Fund - Direct (G) is larger — suggesting that while Taurus Mid Cap Fund (IDCW) has more experience, Aditya Birla SL Midcap Fund - Direct (G) may be attracting recent investor interest.
• Taurus Mid Cap Fund (IDCW) has its top 3 sectors in Banks (8.77%), Chemicals (7.65%), and Pharmaceuticals (7.57%), while Aditya Birla SL Midcap Fund - Direct (G) focuses on IT - Software (11.58%), Banks (9.23%), and Finance (9.05%).
• The funds share exposure to Banks, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Taurus Mid Cap Fund (IDCW) holds Coforge Ltd. (4.78%), Linde India Ltd. (4.58%), Pace Digitek Ltd. (4.43%), Aurobindo Pharma Ltd. (3.81%), and Petronet LNG Ltd. (3.61%), whereas Aditya Birla SL Midcap Fund - Direct (G) holds AU Small Finance Bank Limited (3.73%), Max Financial Services Limited (3.32%), The Federal Bank Limited (3.07%), APL Apollo Tubes Limited (2.61%), and K.P.R. Mill Limited (2.58%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Taurus Mid Cap Fund (IDCW) has 96.64% equity and 0.00% debt, while Aditya Birla SL Midcap Fund - Direct (G) has 98.86% equity and 0.00% debt.
• Risk profile is similar for both funds.
• Taurus Mid Cap Fund (IDCW) outperformed Aditya Birla SL Midcap Fund - Direct (G) in 3 Months, 6 Months, 1 Year (returns: -2.99%, -3.78%, -5.11% ) but underperformed in 3 Years, 5 Years (returns: 14.87%, 17.42%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.