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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) | ₹8753 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 | 0.38% | 0.24% |
| 6 Month | 0.45% | 0.33% |
| 1 Year | 1.85% | 0.14% |
| 3 Year | 14% | 17.45% |
| 5 Year | 16.29% | 19.27% |
SIP Return Analysis
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -1.33% | -0.34% |
| 1 Year | 3.62% | 3.04% |
| 3 Year | 9.33% | 10.16% |
| 5 Year | 12.43% | 14.77% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 15.58% | 13.79% |
| 3 Year | 15.1% | 16.43% |
| 5 Year | 14.59% | 14.7% |
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 | 0.56% | 0.777% |
| Beta | 0.89% | 1.094% |
| Alpha | -3.98% | 4.454% |
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 | 7.33 | 22.6 |
| Large Cap | 45.37 | 45.35 |
| Small Cap | 13.85 | 2.81 |
| Mid Cap | 33.44 | 29.24 |
Sector Allocation
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 4.85 | 16.78 |
| Communication Services | 6.35 | 2.23 |
| Energy | 5.01 | 10.11 |
| Technology | 3.29 | 5.82 |
| Industrials | 11.56 | 12.84 |
| Basic Materials | 13.83 | 6.08 |
| Financial Services | 31.62 | 11.09 |
| Healthcare | 3.99 | 6.96 |
| Consumer Defensive | 7.52 | 9.37 |
| Consumer Cyclical | 5.3 | 8.93 |
| Utilities | 2.57 | 6.2 |
| Real Estate | 4.11 | 3.59 |
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