Compare Mutual Funds

Insights from Fund Comparison

• Both Taurus Mid Cap Fund (IDCW) and Aditya Birla SL Midcap Fund - Direct (IDCW) are Mid Cap Fund, Equity schemes. Taurus Mid Cap Fund (IDCW) is 17 yrs 5 m old and manages ₹123.09 Crs, whereas Aditya Birla SL Midcap Fund - Direct (IDCW) is 13 yrs 2 m old with ₹6,130.27 Crs.
• Taurus Mid Cap Fund (IDCW) is older, but Aditya Birla SL Midcap Fund - Direct (IDCW) is larger — suggesting that while Taurus Mid Cap Fund (IDCW) has more experience, Aditya Birla SL Midcap Fund - Direct (IDCW) may be attracting recent investor interest.
• Taurus Mid Cap Fund (IDCW) has its top 3 sectors in Banks (9.06%), Chemicals (8.87%), and Pharmaceuticals (7.70%), while Aditya Birla SL Midcap Fund - Direct (IDCW) focuses on IT - Software (9.31%), Banks (9.11%), and Finance (7.22%).
• 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 Linde India Ltd. (5.53%), Bank of India (4.60%), Petronet LNG Ltd. (4.60%), The Federal Bank Ltd. (4.46%), and Pace Digitek Ltd. (4.16%), whereas Aditya Birla SL Midcap Fund - Direct (IDCW) holds Max Financial Services Limited (3.63%), The Federal Bank Limited (3.45%), APL Apollo Tubes Limited (3.18%), JK Cement Limited (3.16%), and AU Small Finance Bank Limited (3.14%).
• 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 95.51% equity and 0.00% debt, while Aditya Birla SL Midcap Fund - Direct (IDCW) has 98.20% equity and 0.00% debt.
• Risk profile is similar for both funds.