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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) | ₹5283 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 | 2.41% | -0.15% |
| 6 Month | 9.04% | -2.12% |
| 1 Year | 5.45% | -3.36% |
| 3 Year | 21.54% | 15.67% |
| 5 Year | 21.94% | 25.05% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.69% | 0.18% |
| 1 Year | 15.06% | 1.63% |
| 3 Year | 17.48% | 10.1% |
| 5 Year | 18.67% | 16.47% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 15.89% | 11.51% |
| 3 Year | 17.56% | 12.53% |
| 5 Year | 17.47% | 11.02% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.05% | 17.376% |
| Sharp | 1.01% | 0.838% |
| Beta | 0.9% | 0.924% |
| Alpha | -0.72% | 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 | 7.02 | 26.8 |
| Mid Cap | 70.8 | 62.1 |
| Small Cap | 13.42 | - |
| Large Cap | 8.76 | 11.1 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 5.15 | 24.96 |
| Industrials | 18.83 | 16.71 |
| Basic Materials | 11.93 | 9 |
| Healthcare | 14.69 | 10.37 |
| Technology | 4.87 | 7.58 |
| Real Estate | 3.28 | 0.83 |
| Energy | 1.62 | 8.6 |
| Communication Services | 3.27 | 8.72 |
| Financial Services | 18.39 | 5.87 |
| Consumer Defensive | 3.15 | 4.71 |
| Utilities | 1.94 | 2.22 |
| Consumer Cyclical | 12.88 | 0.43 |
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