Tata Large & Mid Cap Fund vs Quant Large and Mid Cap Fund compare
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Fund | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8546 Cr | ₹3612 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Mar 2003 | 09 Jan 2007 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 10.69% | % |
Expense Ratio | 1.77 | 1.9 |
Manager | Chandraprakash Padiyar | Sanjeev Sharma |
ISIN Code | INF277K01428 | INF966L01341 |
Exits Load | Tata Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Month | 3.03% | 2.98% |
6 Month | 2.44% | -0.91% |
1 Year | 2.46% | -7.56% |
3 Year | 20.8% | 23.94% |
5 Year | 22.29% | 25.34% |
SIP Return Analysis
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | 9.59% | 8.66% |
1 Year | 9.41% | 3.23% |
3 Year | 16.32% | 18.42% |
5 Year | 17.43% | 20.81% |
Rolling Lumpsum Returns
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Year | 16.28% | 14.7% |
3 Year | 15.14% | 16.36% |
5 Year | 14.41% | 14.53% |
Risk Management
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 11.3% | 16.673% |
Sharp | 0.92% | 0.777% |
Beta | 0.85% | 1.094% |
Alpha | -0.34% | 4.454% |
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Fund Managers
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Name | Chandraprakash Padiyar | Sanjeev Sharma |
Total AUM | ₹15627 Cr | ₹39731 Cr |
Funds Managed | 3 | 22 |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
Market Cap
Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 8.57 | 8.73 |
Large Cap | 43.66 | 48.68 |
Mid Cap | 35.1 | 39.42 |
Small Cap | 12.67 | 3.16 |
Sector Allocation
Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 8.34 | 8.73 |
Communication Services | 5.65 | 3.78 |
Energy | 4.66 | 9.82 |
Technology | 2.68 | 0 |
Basic Materials | 13.39 | 8.21 |
Industrials | 9.37 | 13.5 |
Financial Services | 33.29 | 14.19 |
Healthcare | 7.19 | 7.16 |
Consumer Defensive | 5.49 | 17.41 |
Consumer Cyclical | 5.99 | 9.06 |
Utilities | 1.93 | 4.43 |
Real Estate | 2.03 | 3.72 |
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