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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) | ₹8829 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 | -1.46% | -1.32% |
| 6 Month | -2.24% | -3.36% |
| 1 Year | -3.19% | -5.57% |
| 3 Year | 11.56% | 13.38% |
| 5 Year | 15.74% | 19.54% |
SIP Return Analysis
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 0.29% | 0.95% |
| 1 Year | 6.82% | 5.76% |
| 3 Year | 9.86% | 10.3% |
| 5 Year | 12.62% | 14.67% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 15.66% | 13.86% |
| 3 Year | 15.13% | 16.49% |
| 5 Year | 14.58% | 14.69% |
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 | 0.56% | 0.777% |
| Beta | 0.89% | 1.094% |
| Alpha | -3.98% | 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 | 8.39 | 14.36 |
| Large Cap | 43.76 | 46.78 |
| Small Cap | 13.72 | 2.76 |
| Mid Cap | 34.14 | 36.1 |
Sector Allocation
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 6.6 | 8.23 |
| Communication Services | 6.29 | 4.12 |
| Energy | 4.71 | 10.52 |
| Technology | 3.31 | 5.93 |
| Industrials | 11.18 | 16.39 |
| Basic Materials | 13.8 | 6.43 |
| Financial Services | 30.62 | 10.87 |
| Healthcare | 4.29 | 7.49 |
| Consumer Defensive | 7.56 | 11.49 |
| Consumer Cyclical | 4.63 | 8.33 |
| Utilities | 2.58 | 6.48 |
| Real Estate | 4.41 | 3.72 |
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