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Tata Large & Mid Cap Fund vs Quant Large and Mid Cap Fund compare

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tortoise-icon Tata Large & Mid Cap Fund- Regular Plan - Growth Option

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tortoise-icon Quant Large and Mid Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹7943 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 3.41% 2.69%
6 Month -1.85% -2.85%
1 Year 3.27% -8.13%
3 Year 20.9% 23.02%
5 Year 23.13% 25.43%

SIP Return Analysis

Scheme Name Tata Large & Mid Cap Fund- Regular Plan - Growth Option Quant Large and Mid Cap Fund-Growth
6 Month 7.98% 6.74%
1 Year 5.97% -1.25%
3 Year 15.03% 16.94%
5 Year 16.68% 19.83%

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 4.99 12.41
Large Cap 45.2 46.43
Mid Cap 35.44 40.82
Small Cap 14.37 0.34

Sector Allocation

Scheme Name

Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Quant Large and Mid Cap Fund-Growth

Others 4.99 12.41
Telecom - Services 5.73 -
Petroleum Products 4.74 -
IT - Software 2.74 -
Cement & Cement Products 5.17 -
Construction 1.46 -
Finance 6.42 -
Banks 24.8 -
Pharmaceuticals & Biotechnology 4.13 -
Healthcare Services 2.95 -
Commercial Services & Supplies 2.67 -
IT - Services 0.4 -
Capital Markets 2.77 -
Consumer Durables 0.76 -
Electrical Equipment 0.71 -
Diversified FMCG 1.18 -
Automobiles 1.63 -
Beverages 4.27 -
Industrial Products 3.53 -
Diversified 1.83 -
Gas 0.76 -
Chemicals & Petrochemicals 2.63 -
Leisure Services 1.17 -
Auto Components 3.02 -
Realty 1.95 -
Fertilizers & Agrochemicals 4.55 -
Agricultural Food & other Products 0.68 -
Retailing 1.1 -
Power 1.26 -
Energy - 9.95
Financial Services - 14.03
Industrials - 16.07
Consumer Defensive - 18.28
Basic Materials - 9.3
Healthcare - 6.82
Communication Services - 1.8
Consumer Cyclical - 6.97
Utilities - 4.37

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