Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon Quant Mid Cap Fund-Growth

Invest Now

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) ₹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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns17.85%

VS

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

3Y Returns24.23%

Compare Now

Sundaram ELSS Tax Saver Fund Regular Growth Sundaram ELSS Tax Saver Fund Regular Growth

3Y Returns16.14%

VS

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

3Y Returns16.14%

Compare Now

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

3Y Returns9.3%

VS

HSBC Conservative Hybrid Fund - Regular Growth HSBC Conservative Hybrid Fund - Regular Growth

3Y Returns10.41%

Compare Now

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

3Y Returns24.23%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns17.45%

Compare Now
Add to Cart Successfully