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Tata Mid Cap Growth Fund Regular Plan vs Quant Mid Cap Fund compare

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tortoise-icon Tata Mid Cap Fund Regular Plan- Growth Option

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tortoise-icon Quant 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 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) ₹5283 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 4.05% 1.38%
6 Month 9.87% -1.64%
1 Year 7.24% -1.21%
3 Year 21.44% 16.42%
5 Year 23.3% 26.24%

SIP Return Analysis

Scheme Name Tata Mid Cap Fund Regular Plan- Growth Option Quant Mid Cap Fund-Growth
6 Month 3.49% -0.53%
1 Year 17.7% 2.04%
3 Year 18.01% 9.85%
5 Year 18.73% 16.21%

Rolling Lumpsum Returns

Scheme Name Tata Mid Cap Fund Regular Plan- Growth Option Quant Mid Cap Fund-Growth
1 Year 16.03% 11.55%
3 Year 17.48% 12.49%
5 Year 17.45% 11.01%

Risk Management

Scheme Name Tata Mid Cap Fund Regular Plan- Growth Option Quant Mid Cap Fund-Growth
Standard Deviation 13.05% 17.376%
Sharp 1.01% 0.838%
Beta 0.9% 0.924%
Alpha -0.72% 0.658%

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 5.89 26.8
Mid Cap 70.5 62.1
Small Cap 14.88 -
Large Cap 8.73 11.1

Sector Allocation

Scheme Name

Tata Mid Cap Fund Regular Plan- Growth Option

Quant Mid Cap Fund-Growth

Others 4.66 24.96
Industrials 19.77 16.71
Basic Materials 11.95 9
Healthcare 14.95 10.37
Technology 4.69 7.58
Real Estate 3.8 0.83
Energy 1.58 8.6
Communication Services 3.11 8.72
Financial Services 16.6 5.87
Consumer Defensive 3.17 4.71
Utilities 1.97 2.22
Consumer Cyclical 13.75 0.43

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