Quant Mid Cap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Fund Regular Plan- Growth Option
Quant Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| Fund | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹5420 Cr | ₹8608 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Mar 2004 | 21 Mar 2001 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 69.98% | % |
| Expense Ratio | 1.87 | 1.75 |
| Manager | Satish Chandra Mishra | Sanjeev Sharma |
| ISIN Code | INF277K01626 | INF966L01176 |
| Exits Load | Tata Mid Cap Growth Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | -0.7% | -1.59% |
| 6 Month | 3.92% | -4.3% |
| 1 Year | 5.76% | -3.93% |
| 3 Year | 22.55% | 15.98% |
| 5 Year | 20.96% | 22.12% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.53% | 0.13% |
| 1 Year | 17.45% | 0.93% |
| 3 Year | 16.72% | 8.14% |
| 5 Year | 18.25% | 14.89% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 15.69% | 11.49% |
| 3 Year | 17.65% | 12.57% |
| 5 Year | 17.5% | 11.03% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 14.55% | 17.376% |
| Sharp | 0.96% | 0.838% |
| Beta | 0.90% | 0.924% |
| Alpha | -0.37% | 0.658% |
Fund Managers
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| Name | Satish Chandra Mishra | Sanjeev Sharma |
| Total AUM | ₹13117 Cr | ₹39731 Cr |
| Funds Managed | 5 | 22 |
| Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 11.76 | 29.22 |
| Mid Cap | 68.63 | 59.32 |
| Small Cap | 11.59 | - |
| Large Cap | 8.01 | 11.45 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 8.59 | 26.79 |
| Industrials | 15.66 | 17.5 |
| Basic Materials | 11.85 | 8.78 |
| Healthcare | 12.86 | 11.2 |
| Technology | 5.17 | 6.93 |
| Real Estate | 2.48 | 0.88 |
| Energy | 1.52 | 5.79 |
| Financial Services | 19.83 | 6.18 |
| Communication Services | 2.89 | 8.62 |
| Consumer Defensive | 3.98 | 5.14 |
| Utilities | 1.81 | 2.18 |
| Consumer Cyclical | 13.36 | 0 |
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