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 11 m old and manages ₹137.53 Crs, whereas Aditya Birla SL Midcap Fund - Direct (IDCW) is 13 yrs 9 m old with ₹6,550.01 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 (13.94%), Aerospace & Defense (10.71%), and Pharmaceuticals (10.12%), while Aditya Birla SL Midcap Fund - Direct (IDCW) focuses on Banks (9.36%), IT - Software (8.11%), and Pharmaceuticals (6.75%).
• The funds share exposure to IT - Software and Pharmaceuticals, 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 Sigma Advanced Systems Ltd. (10.71%), Persistent Systems Ltd. (5.38%), Aurobindo Pharma Ltd. (4.97%), Linde India Ltd. (4.67%), and Coforge Ltd. (4.66%), whereas Aditya Birla SL Midcap Fund - Direct (IDCW) holds The Federal Bank Ltd. (3.04%), APL Apollo Tubes Ltd. (3.01%), AU Small Finance Bank Ltd. (2.99%), Billionbrains Garage Ventures Ltd. (2.87%), and JK Cement Ltd. (2.66%).
• 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 96.21% equity and 0.00% debt, while Aditya Birla SL Midcap Fund - Direct (IDCW) has 97.58% equity and 0.00% debt.
• Risk profile is similar for both funds.
• Taurus Mid Cap Fund (IDCW) outperformed Aditya Birla SL Midcap Fund - Direct (IDCW) across all timeframes (3M, 6M, 1Y, 3Y, 5Y), demonstrating consistent performance and resilience in all market cycles. Returns were 3.40% , 8.07% , 3.05% , 8.30% , and 9.88% versus Aditya Birla SL Midcap Fund - Direct (IDCW)'s -4.64% , 1.47% , 1.86% , 12.96% , and 11.47% .