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) | ₹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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
3Y Returns16.63%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns21.84%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns15.71%
Sundaram Flexicap Fund Regular Growth
3Y Returns0%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns7.52%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.78%
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns8.09%
Invesco India Corporate Bond Fund - Growth
3Y Returns7.59%