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) | ₹5043 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 | 3.43% | 4.18% |
| 6 Month | 10.69% | 1.49% |
| 1 Year | 2.71% | -5.9% |
| 3 Year | 21.14% | 16.98% |
| 5 Year | 24.32% | 27.51% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 0.44% | -2.77% |
| 1 Year | 8.43% | -3.6% |
| 3 Year | 15.13% | 7.92% |
| 5 Year | 17.22% | 15.33% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 16.23% | 12.08% |
| 3 Year | 17.31% | 11.93% |
| 5 Year | 17.35% | 10.71% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.05% | 17.376% |
| Sharp | 0.96% | 0.838% |
| Beta | 0.9% | 0.924% |
| Alpha | -0.61% | 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 | 22.84 |
| Mid Cap | 70.5 | 61.87 |
| Small Cap | 14.88 | - |
| Large Cap | 8.73 | 15.28 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 4.66 | 20.84 |
| Industrials | 19.77 | 16.36 |
| Basic Materials | 11.95 | 9.06 |
| Healthcare | 14.95 | 11.07 |
| Technology | 4.69 | 6.91 |
| Real Estate | 3.8 | - |
| Energy | 1.58 | 9.91 |
| Communication Services | 3.11 | 10.5 |
| Financial Services | 16.6 | 7.99 |
| Consumer Defensive | 3.17 | 4.71 |
| Utilities | 1.97 | 2.2 |
| Consumer Cyclical | 13.75 | 0.44 |
Top Comparisons
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
PGIM India Retirement Fund - Regular (G)
3Y Returns0%
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns23.57%
Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth
3Y Returns17.82%
ICICI Prudential Asset Allocator Fund (FOF) - Growth
3Y Returns14.28%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns17.44%
ICICI Prudential Asset Allocator Fund (FOF) - Growth
3Y Returns14.28%
HDFC Multi-Asset Active FOF - Growth
3Y Returns16.35%