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Sundaram Mid Cap Fund Regular Plan vs Quant Mid Cap Fund compare

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tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

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tortoise-icon 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 Sundaram Mid Cap Fund Regular Plan - Growth Quant Mid Cap Fund-Growth
Fund Sundaram Mid Cap Fund Regular Plan - Growth Quant Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹12818 Cr ₹8608 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 19 Jul 2002 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 45% %
Expense Ratio 1.77 1.75
Manager Ratish Varier Sanjeev Sharma
ISIN Code INF903J01173 INF966L01176
Exits Load Sundaram Mid Cap Fund - 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 Sundaram Mid Cap Fund Regular Plan - Growth Quant Mid Cap Fund-Growth
1 Month -2.19% -5.22%
6 Month 7.11% -1.89%
1 Year 1.37% -16%
3 Year 23.83% 18.82%
5 Year 27.99% 29.08%

SIP Return Analysis

Scheme Name Sundaram Mid Cap Fund Regular Plan - Growth Quant Mid Cap Fund-Growth
6 Month 7.76% 3.42%
1 Year 9.45% -2.07%
3 Year 24.04% 15.16%
5 Year 23.59% 21.04%

Rolling Lumpsum Returns

Scheme Name Sundaram Mid Cap Fund Regular Plan - Growth Quant Mid Cap Fund-Growth
1 Year 20.64% 12.16%
3 Year 18.9% 11.85%
5 Year 18.91% 10.64%

Risk Management

Scheme Name Sundaram Mid Cap Fund Regular Plan - Growth Quant Mid Cap Fund-Growth
Standard Deviation 16.03% 17.376%
Sharp 1.33% 0.838%
Beta 0.93% 0.924%
Alpha 1.14% 0.658%

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Fund Managers

Scheme Name Sundaram Mid Cap Fund Regular Plan - Growth Quant Mid Cap Fund-Growth
Name Ratish Varier Sanjeev Sharma
Total AUM ₹12102 Cr ₹39731 Cr
Funds Managed 3 22
Sundaram Mid Cap Fund Regular Plan - Growth Quant Mid Cap Fund-Growth

Market Cap

Scheme Name

Sundaram Mid Cap Fund Regular Plan - Growth

Quant Mid Cap Fund-Growth

Others 7.06 13.78
Mid Cap 67.43 66.77
Large Cap 11.46 19.45
Small Cap 14.05 -

Sector Allocation

Scheme Name

Sundaram Mid Cap Fund Regular Plan - Growth

Quant Mid Cap Fund-Growth

Others 4.28 13.31
Industrials 14.84 15.59
Financial Services 20.7 5.79
Healthcare 10.71 7.81
Technology 6.16 6.43
Basic Materials 10.69 9.87
Consumer Cyclical 18.14 4.08
Real Estate 3.78 -
Energy 2.1 14.34
Communication Services 2.55 9.47
Consumer Defensive 4.15 11.23
Utilities 1.89 2.07

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