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) | ₹5497 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 | 0.25% | -4.65% |
| 6 Month | 1.32% | -9.72% |
| 1 Year | 9.14% | -6.93% |
| 3 Year | 22.02% | 12.77% |
| 5 Year | 19.56% | 19.51% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 1.49% | -5.63% |
| 1 Year | 13.67% | -9.76% |
| 3 Year | 14.89% | 3.38% |
| 5 Year | 17.13% | 11.87% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 15.62% | 11.45% |
| 3 Year | 17.69% | 12.59% |
| 5 Year | 17.52% | 11.05% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 14.42% | 15.85% |
| Sharp | 1.02% | 0.56% |
| Beta | 0.89% | 0.98% |
| Alpha | 0.07% | -7.48% |
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 | 10.25 | 29.22 |
| Large Cap | 7.15 | 11.45 |
| Mid Cap | 71.45 | 59.32 |
| Small Cap | 11.15 | - |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 4.12 | 26.79 |
| Consumer Cyclical | 14.13 | 1.36 |
| Basic Materials | 11.3 | 8.78 |
| Healthcare | 14.49 | 11.2 |
| Financial Services | 21.11 | 6.18 |
| Technology | 7.66 | 6.93 |
| Real Estate | 2.53 | 0.88 |
| Energy | 1.63 | 5.79 |
| Industrials | 13.74 | 16.14 |
| Communication Services | 3.6 | 8.62 |
| Consumer Defensive | 3.94 | 5.14 |
| Utilities | 1.75 | 2.18 |
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