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 7 m old and manages ₹122.77 Crs, whereas Aditya Birla SL Midcap Fund - Direct (IDCW) is 13 yrs 4 m old with ₹6,290.41 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 IT - Software (10.18%), Chemicals (8.80%), and Pharmaceuticals (7.87%), while Aditya Birla SL Midcap Fund - Direct (IDCW) focuses on Banks (9.61%), IT - Software (8.75%), and Finance (7.71%).
• The funds share exposure to IT - Software, 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. (6.04%), TREPS (5.29%), Persistent Systems Ltd. (4.67%), Aurobindo Pharma Ltd. (4.64%), and Net Receivable / Payable (4.43%), whereas Aditya Birla SL Midcap Fund - Direct (IDCW) holds Thermax Limited (3.25%), AU Small Finance Bank Limited (3.25%), The Federal Bank Limited (3.21%), Max Financial Services Limited (3.09%), and Torrent Power Limited (3.04%).
• 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 90.28% equity and 0.00% debt, while Aditya Birla SL Midcap Fund - Direct (IDCW) has 97.04% equity and 0.00% debt.
• Aditya Birla SL Midcap Fund - Direct (IDCW) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.