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

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Tata Mid Cap Fund Regular Plan- Growth Option

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Quant Mid Cap Fund-Growth

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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)	₹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

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Quant Mid Cap Fund-Growth
1 Month	2.21%	1.84%
6 Month	11.55%	1.61%
1 Year	0.9%	-8.26%
3 Year	20.68%	16.17%
5 Year	23.39%	26.19%

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Quant Mid Cap Fund-Growth
6 Month	4.1%	1.26%
1 Year	15.8%	4.09%
3 Year	17.75%	10.74%
5 Year	18.7%	16.92%

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%

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%

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	4.68	22.84
Mid Cap	67.87	61.87
Large Cap	11.18	15.28
Small Cap	16.27	-

Scheme Name	Tata Mid Cap Fund Regular Plan- Growth Option	Quant Mid Cap Fund-Growth
Others	4.68	20.84
Industrial Products	6.69	-
Cement & Cement Products	4.12	-
Healthcare Services	3.12	-
Chemicals & Petrochemicals	2.82	-
IT - Software	4.69	-
Realty	3.8	-
Petroleum Products	1.58	-
Pharmaceuticals & Biotechnology	11.83	-
Telecom - Services	3.11	-
Finance	5.07	-
Electrical Equipment	2.21	-
Banks	6.94	-
Insurance	4.59	-
Agricultural Food & other Products	3.18	-
Construction	0.92	-
Gas	1.48	-
Agricultural, Commercial & Construction Vehicles	1.13	-
Consumer Durables	3.5	-
Aerospace & Defense	1.28	-
Auto Components	7.62	-
Leisure Services	2.96	-
Diversified	0.61	-
Fertilizers & Agrochemicals	3.95	-
Transport Infrastructure	3.14	-
Ferrous Metals	1.05	-
Textiles & Apparels	1.82	-
Transport Services	0.7	-
Power	0.48	-
Commercial Services & Supplies	0.93	-
Energy	-	9.91
Financial Services	-	7.99
Healthcare	-	11.07
Industrials	-	16.36
Technology	-	6.91
Communication Services	-	10.5
Consumer Cyclical	-	0.44
Consumer Defensive	-	4.71
Utilities	-	2.2
Basic Materials	-	9.06