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

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

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

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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)	₹8683 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	-5.61%	-7.82%
6 Month	-7.43%	-7.98%
1 Year	1.59%	-6.55%
3 Year	11.67%	12.54%
5 Year	13.94%	16.69%

SIP Return Analysis

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	Quant Large and Mid Cap Fund-Growth
6 Month	-2.54%	-4.86%
1 Year	-0.56%	-6.45%
3 Year	6.95%	5.23%
5 Year	10.88%	11.61%

Rolling Lumpsum Returns

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	Quant Large and Mid Cap Fund-Growth
1 Year	15.51%	13.59%
3 Year	15.03%	16.39%
5 Year	14.61%	14.75%

Risk Management

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	Quant Large and Mid Cap Fund-Growth
Standard Deviation	11.3%	15.18%
Sharp	0.6%	0.6%
Beta	0.89%	1.12%
Alpha	-4.08%	-4.77%

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	6.21	22.6
Large Cap	45.46	45.35
Small Cap	13.46	2.81
Mid Cap	34.88	29.24

Sector Allocation

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	Quant Large and Mid Cap Fund-Growth
Others	3.72	16.78
Communication Services	6.44	2.23
Energy	5.06	10.11
Technology	3.15	5.82
Industrials	11.48	12.84
Basic Materials	14	6.08
Financial Services	31.44	11.09
Healthcare	4.79	6.96
Consumer Defensive	7.54	9.37
Consumer Cyclical	5.76	8.93
Utilities	2.7	6.2
Real Estate	3.92	3.59

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