Tata Mid Cap Growth Fund Regular Plan vs Quant Mid Cap Fund compare
Tata Mid Cap Fund Regular Plan- Growth Option
Quant Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
Fund | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹4985 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 Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
1 Month | -1.4% | -3.36% |
6 Month | 6.8% | 0.04% |
1 Year | -5.3% | -14.61% |
3 Year | 21.64% | 20.07% |
5 Year | 26.47% | 29.6% |
SIP Return Analysis
Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | 8.22% | 3.42% |
1 Year | 8.91% | -2.07% |
3 Year | 20.38% | 15.16% |
5 Year | 20.77% | 21.04% |
Rolling Lumpsum Returns
Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
1 Year | 16.58% | 12.16% |
3 Year | 17.11% | 11.85% |
5 Year | 17.28% | 10.64% |
Risk Management
Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 13.05% | 17.376% |
Sharp | 1.25% | 0.838% |
Beta | 0.9% | 0.924% |
Alpha | -1.79% | 0.658% |
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Fund Managers
Scheme Name | Tata Mid Cap 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 Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
Market Cap
Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 5.92 | 13.78 |
Mid Cap | 69.53 | 66.77 |
Small Cap | 15.88 | - |
Large Cap | 8.67 | 19.45 |
Sector Allocation
Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 5.92 | 13.31 |
Industrials | 19.96 | 15.59 |
Basic Materials | 12.41 | 9.87 |
Healthcare | 14.34 | 7.81 |
Real Estate | 4.3 | - |
Energy | 1.58 | 14.34 |
Financial Services | 17.14 | 5.79 |
Communication Services | 3.56 | 9.47 |
Utilities | 2.16 | 2.07 |
Consumer Cyclical | 12.93 | 4.08 |
Technology | 4.38 | 6.43 |
Consumer Defensive | 1.32 | 11.23 |
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