Tata Mid Cap Growth Fund Regular Plan vs Quant Mid Cap Fund compare
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Quant Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
Fund | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4354 Cr | ₹8608 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Mar 2004 | 21 Mar 2001 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 69.98% | % |
Expense Ratio | 1.87 | 1.75 |
Manager | Satish Chandra Mishra | Sanjeev Sharma |
ISIN Code | INF277K01626 | INF966L01176 |
Exits Load | Tata Mid Cap Growth Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
1 Month | 4.65% | 1.7% |
6 Month | -2.91% | -3.93% |
1 Year | -0.98% | -11.14% |
3 Year | 25.05% | 24.23% |
5 Year | 27.24% | 32.56% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | 9.2% | 6.29% |
1 Year | 4.74% | -2.93% |
3 Year | 20.26% | 16.94% |
5 Year | 20.9% | 22.55% |
Rolling Lumpsum Returns
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
1 Year | 16.93% | 12.31% |
3 Year | 16.85% | 11.76% |
5 Year | 17.17% | 10.55% |
Risk Management
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 13.05% | 17.376% |
Sharp | 0.98% | 0.838% |
Beta | 0.9% | 0.924% |
Alpha | -2.33% | 0.658% |
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Fund Managers
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
Name | Satish Chandra Mishra | Sanjeev Sharma |
Total AUM | ₹13117 Cr | ₹39731 Cr |
Funds Managed | 5 | 22 |
Tata Mid Cap Growth Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
Market Cap
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 8.64 | 10.44 |
Mid Cap | 67.35 | 70.05 |
Small Cap | 15.67 | - |
Large Cap | 8.34 | 19.52 |
Sector Allocation
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 8.64 | 10.44 |
Fertilizers & Agrochemicals | 3.31 | - |
Industrial Products | 5.81 | - |
Cement & Cement Products | 4.33 | - |
Healthcare Services | 2.94 | - |
Chemicals & Petrochemicals | 1.86 | - |
Pharmaceuticals & Biotechnology | 12.48 | - |
Realty | 4.4 | - |
Petroleum Products | 1.51 | - |
Finance | 5.39 | - |
Telecom - Services | 3.55 | - |
Electrical Equipment | 2.16 | - |
Banks | 5.9 | - |
Insurance | 6.27 | - |
Construction | 0.88 | - |
Gas | 1.92 | - |
Agricultural, Commercial & Construction Vehicles | 1.18 | - |
Consumer Durables | 2.3 | - |
IT - Software | 4.39 | - |
Aerospace & Defense | 1.12 | - |
Auto Components | 5.56 | - |
Leisure Services | 3.78 | - |
Diversified | 0.67 | - |
Agricultural Food & other Products | 1.14 | - |
Transport Infrastructure | 3.17 | - |
Ferrous Metals | 0.99 | - |
Textiles & Apparels | 2.07 | - |
Transport Services | 0.5 | - |
Power | 0.68 | - |
Commercial Services & Supplies | 1.1 | - |
Energy | - | 11.18 |
Financial Services | - | 3.93 |
Technology | - | 0.67 |
Industrials | - | 20.21 |
Basic Materials | - | 14.83 |
Communication Services | - | 7.08 |
Consumer Defensive | - | 13.29 |
Healthcare | - | 10.17 |
Utilities | - | 1.52 |
Consumer Cyclical | - | 6.68 |
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