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

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

Link copied to clipboard!

Sundaram Mid Cap Fund Regular Plan - Growth

Invest Now

Quant Mid Cap Fund-Growth

Invest Now

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)	₹12501 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	3.19%	1.24%
6 Month	22.51%	10.19%
1 Year	-0.25%	-13.73%
3 Year	22.77%	16.49%
5 Year	25.67%	27.16%

SIP Return Analysis

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
6 Month	5.36%	-1.56%
1 Year	14.63%	-3.09%
3 Year	22.94%	10.96%
5 Year	22.54%	17.71%

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	15.01%	17.376%
Sharp	0.98%	0.838%
Beta	0.90%	0.924%
Alpha	1.38%	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	8.46	16.35
Mid Cap	66.65	68.88
Large Cap	10.65	14.76
Small Cap	14.24	-

Sector Allocation

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
Others	5.49	15
Industrials	14.27	14.88
Financial Services	19.28	3.71
Basic Materials	11.06	9.88
Healthcare	11.57	10.48
Technology	5.61	6.52
Consumer Cyclical	17.91	3.71
Real Estate	3.59	-
Energy	2.04	11.65
Communication Services	2.32	10.53
Consumer Defensive	4.27	11.53
Utilities	2.59	2.12

Top Comparisons

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns12.17%

VS

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

3Y Returns14.07%

Compare Now

ICICI Prudential PSU Equity Fund - Growth

3Y Returns26.8%

VS

Quant PSU Fund - Regular (G)

3Y Returns0%

Compare Now

ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns15.98%

VS

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

3Y Returns16.24%

Compare Now

Franklin U.S. Opportunities Equity Active FOF - Regular - Growth

3Y Returns23.45%

VS

Kotak US Specific Equity Passive FOF - Regular Plan - Growth

3Y Returns31.09%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully