Sundaram Mid Cap Fund Regular Plan vs Quant Mid Cap Fund compare
Sundaram Mid Cap Fund Regular Plan - Growth
Quant Mid Cap Fund-Growth
Chart Comparison
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) | ₹13345 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 | 0.8% | -0.27% |
| 6 Month | 4.92% | -2.55% |
| 1 Year | 4.67% | -3.79% |
| 3 Year | 25.59% | 17.55% |
| 5 Year | 23.19% | 22.22% |
SIP Return Analysis
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 0.96% | -1.62% |
| 1 Year | 14.3% | -1.44% |
| 3 Year | 20.05% | 8.07% |
| 5 Year | 20.97% | 14.99% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 20.02% | 11.49% |
| 3 Year | 19.49% | 12.57% |
| 5 Year | 19.08% | 11.03% |
Risk Management
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.35% | 17.376% |
| Sharp | 1.14% | 0.838% |
| Beta | 0.93% | 0.924% |
| Alpha | 1.35% | 0.658% |
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 | 9.41 | 29.22 |
| Mid Cap | 67.5 | 59.32 |
| Large Cap | 10.07 | 11.45 |
| Small Cap | 13.03 | - |
Sector Allocation
| Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 5.74 | 26.79 |
| Financial Services | 21.47 | 6.18 |
| Basic Materials | 9.51 | 8.78 |
| Healthcare | 10.33 | 11.2 |
| Technology | 6.13 | 6.93 |
| Industrials | 14.16 | 17.5 |
| Consumer Cyclical | 15.93 | 0 |
| Real Estate | 3.71 | 0.88 |
| Energy | 2.11 | 5.79 |
| Communication Services | 2.49 | 8.62 |
| Consumer Defensive | 6.1 | 5.14 |
| Utilities | 2.32 | 2.18 |
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