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) | ₹4946 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 | 2.96% | 0.63% |
6 Month | 17.76% | 8.13% |
1 Year | -4.31% | -14.24% |
3 Year | 19.36% | 15.46% |
5 Year | 24.86% | 27.71% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | 4.67% | -1.56% |
1 Year | 12.03% | -3.09% |
3 Year | 18.5% | 10.96% |
5 Year | 19.23% | 17.71% |
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 | 0.89% | 0.838% |
Beta | 0.9% | 0.924% |
Alpha | -0.74% | 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 |
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