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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) | ₹8773 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 | -1.52% | -2.07% |
| 6 Month | 12.33% | 7.77% |
| 1 Year | -2.65% | -14% |
| 3 Year | 14.86% | 17.21% |
| 5 Year | 19.26% | 21.94% |
SIP Return Analysis
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 1.37% | -1.65% |
| 1 Year | 3.41% | -5.93% |
| 3 Year | 12.77% | 12.04% |
| 5 Year | 15.18% | 16.85% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 16.09% | 14.36% |
| 3 Year | 15.41% | 16.59% |
| 5 Year | 14.46% | 14.6% |
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 | 0.89% | 0.777% |
| Beta | 0.88% | 1.094% |
| Alpha | -0.7% | 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 | 8.71 | 12.6 |
| Large Cap | 43.85 | 47.52 |
| Mid Cap | 34.26 | 37.02 |
| Small Cap | 13.17 | 2.86 |
Sector Allocation
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 7.61 | 11.88 |
| Communication Services | 5.67 | 3.82 |
| Energy | 4.44 | 11.78 |
| Technology | 2.43 | 1.41 |
| Basic Materials | 14.62 | 7.21 |
| Industrials | 10.01 | 13.47 |
| Financial Services | 31.09 | 10.37 |
| Healthcare | 6.77 | 7.27 |
| Consumer Cyclical | 5.22 | 7.95 |
| Consumer Defensive | 6.3 | 16.32 |
| Utilities | 2.18 | 4.77 |
| Real Estate | 3.67 | 3.75 |
Top Comparisons
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns17.61%
Quant Large and Mid Cap Fund-Growth
3Y Returns17.21%
LIC MF Flexi Cap Fund-Growth
3Y Returns14.55%
LIC MF Flexi Cap Fund-Regular Plan-Growth
3Y Returns14.55%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.5%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns22.39%
HDFC Infrastructure Fund - Growth Plan
3Y Returns28.88%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns19.24%
