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) | ₹8510 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 | 0.35% | 0.19% |
| 6 Month | 5.62% | 4.14% |
| 1 Year | -2.65% | -8% |
| 3 Year | 14.78% | 17.16% |
| 5 Year | 19.49% | 23.74% |
SIP Return Analysis
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -0.14% | -0.26% |
| 1 Year | 6.08% | 2.69% |
| 3 Year | 11.18% | 11.51% |
| 5 Year | 13.75% | 15.92% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 15.92% | 14.06% |
| 3 Year | 15.25% | 16.58% |
| 5 Year | 14.51% | 14.66% |
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 | 0.64% | 0.777% |
| Beta | 0.89% | 1.094% |
| Alpha | -2.84% | 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 | 7.72 | 15.05 |
| Large Cap | 43.92 | 45.57 |
| Small Cap | 14.32 | 2.8 |
| Mid Cap | 34.04 | 36.58 |
Sector Allocation
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 5.85 | 9.27 |
| Communication Services | 5.82 | 3.76 |
| Energy | 4.49 | 9.84 |
| Technology | 3.38 | 4.21 |
| Industrials | 9.83 | 15.12 |
| Basic Materials | 14.29 | 6.16 |
| Financial Services | 31.25 | 11.02 |
| Healthcare | 5.63 | 7.29 |
| Consumer Defensive | 7.56 | 15.25 |
| Consumer Cyclical | 5.5 | 8.48 |
| Utilities | 2.45 | 6.02 |
| Real Estate | 3.93 | 3.57 |
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