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 10 m old and manages ₹135.02 Crs, whereas Aditya Birla SL Midcap Fund - Direct (IDCW) is 13 yrs 7 m old with ₹6,722.78 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 (13.01%), Pharmaceuticals (8.89%), and Banks (7.21%), while Aditya Birla SL Midcap Fund - Direct (IDCW) focuses on Banks (10.29%), IT - Software (9.02%), and Finance (6.29%).
• The funds share exposure to IT - Software 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 Sigma Advanced Systems Ltd. (6.66%), Persistent Systems Ltd. (5.75%), Linde India Ltd. (5.06%), The Federal Bank Ltd. (4.86%), and Aurobindo Pharma Ltd. (4.80%), whereas Aditya Birla SL Midcap Fund - Direct (IDCW) holds The Federal Bank Ltd. (3.76%), AU Small Finance Bank Ltd. (3.02%), Billionbrains Garage Ventures Ltd. (2.96%), Thermax Ltd. (2.78%), and JK Cement Ltd. (2.78%).
• The funds share exposure to The Federal Bank Ltd., which makes their performance partly correlated. However, the unique holdings like Sigma Advanced Systems Ltd. in Taurus Mid Cap Fund (IDCW) and AU Small Finance Bank Ltd. in Aditya Birla SL Midcap Fund - Direct (IDCW) can create divergence depending on how these stocks perform.
• In terms of risk profile, Taurus Mid Cap Fund (IDCW) has 94.19% equity and 0.00% debt, while Aditya Birla SL Midcap Fund - Direct (IDCW) has 98.04% 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.
• Taurus Mid Cap Fund (IDCW) outperformed Aditya Birla SL Midcap Fund - Direct (IDCW) in 6 Months, 1 Year (returns: 13.07%, 9.72% ) but underperformed in 3 Months, 3 Years, 5 Years (returns: 10.91%, 11.12%, 13.58%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.