Quant Mid Cap Fund vs Sundaram Mid Cap Fund Regular Plan compare
Sundaram Mid Cap Fund Regular Plan - Growth
Quant Mid Cap Fund-Growth
Chart Comparison
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) | ₹11638 Cr | ₹8608 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 19 Jul 2002 | 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 | 45% | % |
Expense Ratio | 1.77 | 1.75 |
Manager | Ratish Varier | Sanjeev Sharma |
ISIN Code | INF903J01173 | INF966L01176 |
Exits Load | Sundaram Mid Cap Fund - 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 | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
1 Month | 6.61% | 6.03% |
6 Month | -13.4% | -17.96% |
1 Year | 13.41% | -2.35% |
3 Year | 21.77% | 18.58% |
5 Year | 30.29% | 37.06% |
SIP Return Analysis
Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | -4.85% | -4.42% |
1 Year | -7.74% | -18.99% |
3 Year | 21.91% | 16.47% |
5 Year | 23.22% | 23.9% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
1 Year | 21.47% | 12.53% |
3 Year | 18.34% | 11.62% |
5 Year | 18.67% | 10.43% |
Risk Management
Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 16.453% | 17.376% |
Sharp | 0.764% | 0.838% |
Beta | 0.915% | 0.924% |
Alpha | 0.528% | 0.658% |
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Fund Managers
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 |
Funds Managed | 3 | 22 |
Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
Market Cap
Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 6.38 | 10.44 |
Mid Cap | 65.33 | 70.05 |
Large Cap | 15.27 | 19.52 |
Small Cap | 13.03 | - |
Sector Allocation
Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 5.37 | 10.44 |
Industrials | 14.82 | 20.21 |
Healthcare | 11.03 | 10.17 |
Basic Materials | 9.99 | 14.83 |
Consumer Cyclical | 18.88 | 6.68 |
Real Estate | 3.43 | - |
Energy | 1.7 | 11.18 |
Financial Services | 19.52 | 3.93 |
Communication Services | 3.32 | 7.08 |
Consumer Defensive | 3.4 | 13.29 |
Utilities | 2.1 | 1.52 |
Technology | 6.45 | 0.67 |
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