Quant Mid Cap Fund vs Sundaram Mid Cap Fund Regular Plan compare

Overview

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
Fund	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹11825 Cr	₹8713 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	01 Jul 2002	26 Feb 2001
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open-ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	45%	%
Expense Ratio	1.73	1.74
Manager	Ratish Varier	Sanjeev Sharma
ISIN Code	INF903J01173	INF966L01176
Exits Load	For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365	Exit load of 0.50% if redeemed within 3 months./365

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
1 Month	-6.04%	-10.2%
6 Month	10.84%	-9.1%
1 Year	37.76%	24.88%
3 Year	21.7%	20.74%
5 Year	23.73%	30.38%

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
6 Month	-	-
1 Year	29.86%	6.96%
3 Year	32.77%	27.21%
5 Year	29.48%	31.83%

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
1 Year	21.22%	12.47%
3 Year	18.05%	11.42%
5 Year	18.53%	10.35%

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
Standard Deviation	13.35%	15.85%
Sharp	1.16%	1.43%
Beta	0.88%	0.88%
Alpha	2.72%	5.07%

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
Name	Ratish Varier	Sanjeev Sharma
Total AUM	₹12102 Cr	₹39731 Cr
Fund Manage	3	22
	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
Others	6.5	12.39
Mid Cap	66.49	69.78
Large Cap	17.11	17.85
Small Cap	9.85	-

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
Others	2.66	12.39
Materials	5.11	-
Healthcare	10.83	-
Technology	4.25	-
Financial	18.38	-
Chemicals	3.8	-
Capital Goods	11.59	-
Automobile	9.82	-
Construction	2.45	7.93
Energy	4.29	-
Services	13.57	-
Consumer Discretionary	4.72	-
Communication	0.34	-
Consumer Staples	1.94	-
Metals & Mining	3.91	-
Insurance	0.46	1.05
Unclassified	1.83	-
Petroleum Products	-	9.72
Finance	-	4.13
Transport Services	-	7.91
Ferrous Metals	-	11.77
Telecom - Services	-	4.5
Diversified FMCG	-	5.34
Pharmaceuticals & Biotechnology	-	11.58
Agricultural Food & other Products	-	5.86
Power	-	1.74
Leisure Services	-	1.62
IT - Software	-	3.99
Auto Components	-	6.21
Chemicals & Petrochemicals	-	4.28