- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹4984 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 | -2.8% | -6.2% |
| 6 Month | 16.74% | 8.1% |
| 1 Year | -5.52% | -17.22% |
| 3 Year | 19.71% | 16.74% |
| 5 Year | 23.2% | 26.36% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 1.82% | -5% |
| 1 Year | 3.56% | -11.56% |
| 3 Year | 16.76% | 9.25% |
| 5 Year | 18.55% | 17.17% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 16.58% | 12.16% |
| 3 Year | 17.11% | 11.85% |
| 5 Year | 17.28% | 10.64% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.05% | 17.376% |
| Sharp | 1.05% | 0.838% |
| Beta | 0.9% | 0.924% |
| Alpha | -1.2% | 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 | 5.6 | 16.35 |
| Mid Cap | 69.81 | 68.88 |
| Small Cap | 15.99 | - |
| Large Cap | 8.59 | 14.76 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 5.6 | 15 |
| Industrials | 19.74 | 14.88 |
| Basic Materials | 13.11 | 9.88 |
| Healthcare | 14.69 | 10.48 |
| Real Estate | 3.98 | - |
| Energy | 1.51 | 11.65 |
| Communication Services | 3.26 | 10.53 |
| Financial Services | 16.26 | 3.71 |
| Utilities | 2 | 2.12 |
| Consumer Cyclical | 13.37 | 3.71 |
| Technology | 4.09 | 6.52 |
| Consumer Defensive | 2.39 | 11.53 |
Top Comparisons
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns6.68%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns9.22%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.98%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.92%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns14.76%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns18.48%
ICICI Prudential Multicap Fund - Growth
3Y Returns20%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
