Quant Mid Cap Fund vs Tata Mid Cap Growth Fund Regular Plan compare

Link copied to clipboard!

Tata Mid Cap Fund Regular Plan- Growth Option

Invest Now

Quant Mid Cap Fund-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Quant Mid Cap Fund-Growth
1 Month	1.18%	-3.36%
6 Month	2.31%	-9.03%
1 Year	6.8%	-7.85%
3 Year	21.55%	12.9%
5 Year	19.25%	19.54%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Quant Mid Cap Fund-Growth
6 Month	2.78%	-3.98%
1 Year	15.34%	-7.2%
3 Year	15.31%	4.3%
5 Year	17.26%	12.25%

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%

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%

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

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Quant Mid Cap Fund-Growth
Others	11.76	26.81
Mid Cap	68.63	55.19
Small Cap	11.59	6.57
Large Cap	8.01	11.45

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Quant Mid Cap Fund-Growth
Others	8.59	26.81
Industrials	14.96	-
Basic Materials	11.85	-
Healthcare	12.86	-
Technology	5.17	-
Real Estate	2.48	-
Energy	1.52	-
Financial Services	19.83	-
Communication Services	2.89	-
Consumer Defensive	3.98	-
Utilities	1.81	-
Consumer Cyclical	14.06	-
Petroleum Products	-	5.79
Finance	-	2.98
Agricultural, Commercial & Construction Vehicles	-	1.55
Electrical Equipment	-	6.47
Pharmaceuticals & Biotechnology	-	11.2
Insurance	-	1.06
Telecom - Services	-	8.62
Diversified FMCG	-	2.42
Power	-	2.18
Ferrous Metals	-	5.36
Leisure Services	-	1.36
Financial Technology (Fintech)	-	2.14
Chemicals & Petrochemicals	-	3.42
Realty	-	0.88
Beverages	-	1.51
Agricultural Food & other Products	-	1.21
Transport Infrastructure	-	8.03
Construction	-	6.57
IT - Software	-	0.46