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) | ₹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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