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) | ₹5043 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 | -0.75% | 0.4% |
6 Month | 13.89% | 5.18% |
1 Year | -3.44% | -12.33% |
3 Year | 21.36% | 17.74% |
5 Year | 23.93% | 27.07% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | 2.11% | -0.92% |
1 Year | 11.59% | 1.38% |
3 Year | 16.99% | 10.78% |
5 Year | 18.26% | 17.2% |
Rolling Lumpsum Returns
Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
1 Year | 16.23% | 12.08% |
3 Year | 17.31% | 11.93% |
5 Year | 17.35% | 10.71% |
Risk Management
Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 13.05% | 17.376% |
Sharp | 0.96% | 0.838% |
Beta | 0.9% | 0.924% |
Alpha | -0.61% | 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 | 6.45 | 20.88 |
Mid Cap | 69.73 | 64.1 |
Small Cap | 15.23 | - |
Large Cap | 8.59 | 15.02 |
Sector Allocation
Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 5.38 | 18.77 |
Industrials | 19.23 | 15.01 |
Basic Materials | 12.67 | 9.36 |
Healthcare | 14.31 | 10.44 |
Technology | 5.13 | 6.62 |
Real Estate | 3.86 | - |
Energy | 1.37 | 11.55 |
Communication Services | 3.3 | 10.08 |
Financial Services | 16.5 | 3.9 |
Utilities | 2 | 2.1 |
Consumer Cyclical | 13.97 | 0.45 |
Consumer Defensive | 2.28 | 11.7 |
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