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 3 m old and manages ₹129.14 Crs, whereas Aditya Birla SL Midcap Fund - Direct (G) is 13 yrs 0 m old with ₹6,300.76 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 Chemicals (8.14%), Finance (7.91%), and Banks (7.36%), while Aditya Birla SL Midcap Fund - Direct (G) focuses on IT - Software (11.42%), Banks (10.32%), and Finance (8.32%).
• The funds share exposure to Finance and 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 Linde India Ltd. (4.66%), Coforge Ltd. (4.25%), Pace Digitek Ltd. (4.00%), Hindustan Petroleum Corporation Ltd. (3.98%), and Petronet LNG Ltd. (3.85%), whereas Aditya Birla SL Midcap Fund - Direct (G) holds AU Small Finance Bank Limited (3.47%), Max Financial Services Limited (3.25%), The Federal Bank Limited (3.17%), APL Apollo Tubes Limited (2.90%), and Thermax Limited (2.59%).
• 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 97.29% equity and 0.00% debt, while Aditya Birla SL Midcap Fund - Direct (G) has 97.48% equity and 0.00% debt.
• Risk profile is similar for both funds.
• Taurus Mid Cap Fund (IDCW) showed short-term strength over 3 Months, 6 Months (returns: -8.05%, -5.68%), outperforming Aditya Birla SL Midcap Fund - Direct (G) by 3.88%, 4.08%. However, other periods (1 Year, 3 Years, 5 Years, returns: 3.34%, 15.78%, 16.39% ) lagged behind, suggesting this could be a temporary upswing. Monitor for sustained momentum before making long-term decisions.