Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Tata Mid Cap Fund Regular Plan- Growth Option

Invest Now

tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name Tata Mid Cap Fund Regular Plan- Growth Option Quant Mid Cap Fund-Growth
1 Month -0.7% -1.59%
6 Month 3.92% -4.3%
1 Year 5.76% -3.93%
3 Year 22.55% 15.98%
5 Year 20.96% 22.12%

SIP Return Analysis

Scheme Name Tata Mid Cap Fund Regular Plan- Growth Option Quant Mid Cap Fund-Growth
6 Month 3.53% 0.13%
1 Year 17.45% 0.93%
3 Year 16.72% 8.14%
5 Year 18.25% 14.89%

Rolling Lumpsum Returns

Scheme Name Tata Mid Cap Fund Regular Plan- Growth Option Quant Mid Cap Fund-Growth
1 Year 15.69% 11.49%
3 Year 17.65% 12.57%
5 Year 17.5% 11.03%

Risk Management

Scheme Name Tata Mid Cap Fund Regular Plan- Growth Option Quant Mid Cap Fund-Growth
Standard Deviation 14.55% 17.376%
Sharp 0.96% 0.838%
Beta 0.90% 0.924%
Alpha -0.37% 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 11.76 29.22
Mid Cap 68.63 59.32
Small Cap 11.59 -
Large Cap 8.01 11.45

Sector Allocation

Scheme Name

Tata Mid Cap Fund Regular Plan- Growth Option

Quant Mid Cap Fund-Growth

Others 8.59 26.79
Industrials 15.66 17.5
Basic Materials 11.85 8.78
Healthcare 12.86 11.2
Technology 5.17 6.93
Real Estate 2.48 0.88
Energy 1.52 5.79
Financial Services 19.83 6.18
Communication Services 2.89 8.62
Consumer Defensive 3.98 5.14
Utilities 1.81 2.18
Consumer Cyclical 13.36 0

Top Comparisons

SBI Credit Risk Fund - Regular Plan - Growth SBI Credit Risk Fund - Regular Plan - Growth

3Y Returns8.1%

VS

Invesco India Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth

3Y Returns9.36%

Compare Now

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns16.57%

VS

HSBC Income Plus Arbitrage Active FOF - Growth HSBC Income Plus Arbitrage Active FOF - Growth

3Y Returns7.35%

Compare Now

ICICI Prudential Equity Arbitrage Fund - Growth ICICI Prudential Equity Arbitrage Fund - Growth

3Y Returns7.05%

VS

HDFC Arbitrage Fund - Wholesale Growth Option HDFC Arbitrage Fund - Wholesale Growth Option

3Y Returns7.06%

Compare Now

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns18.1%

VS

SBI NIFTY Index Fund - Regular Plan - Growth SBI NIFTY Index Fund - Regular Plan - Growth

3Y Returns13.77%

Compare Now
Add to Cart Successfully