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 | 3.52% | 1.37% |
| 6 Month | 10.67% | - |
| 1 Year | 7.34% | -0.97% |
| 3 Year | 21.37% | 16.38% |
| 5 Year | 23.31% | 26.31% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.33% | -0.24% |
| 1 Year | 15.86% | 2.03% |
| 3 Year | 17.36% | 9.63% |
| 5 Year | 18.36% | 16.05% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 16.03% | 11.55% |
| 3 Year | 17.48% | 12.49% |
| 5 Year | 17.45% | 11.01% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.05% | 17.376% |
| Sharp | 1.01% | 0.838% |
| Beta | 0.9% | 0.924% |
| Alpha | -0.72% | 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 | 5.89 | 26.8 |
| Mid Cap | 70.5 | 62.1 |
| Small Cap | 14.88 | - |
| Large Cap | 8.73 | 11.1 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 4.66 | 24.96 |
| Industrials | 19.77 | 16.71 |
| Basic Materials | 11.95 | 9 |
| Healthcare | 14.95 | 10.37 |
| Technology | 4.69 | 7.58 |
| Real Estate | 3.8 | 0.83 |
| Energy | 1.58 | 8.6 |
| Communication Services | 3.11 | 8.72 |
| Financial Services | 16.6 | 5.87 |
| Consumer Defensive | 3.17 | 4.71 |
| Utilities | 1.97 | 2.22 |
| Consumer Cyclical | 13.75 | 0.43 |
Top Comparisons
Bandhan Value Fund - Regular Plan - Growth
3Y Returns17.61%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns18.01%
Kotak US Specific Equity Passive FOF - Regular Plan - Growth
3Y Returns32.98%
DSP US Specific Equity Omni FOF - Regular Plan - Growth
3Y Returns22.7%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.66%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns%
Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth
3Y Returns12.46%
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth
3Y Returns21.88%