Sundaram Mid Cap Fund Regular Plan vs Quant Mid Cap Fund 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 Risk | Very High Risk |
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 | -6.48% | -7.58% |
6 Month | -12.37% | -19.23% |
1 Year | 8.77% | -4.42% |
3 Year | 20.73% | 19.55% |
5 Year | 18.93% | 27.36% |
SIP Return Analysis
Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | - | - |
1 Year | -10.88% | -23.12% |
3 Year | 19.57% | 14.83% |
5 Year | 21.94% | 23.75% |
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 | 15.2% | 17.376% |
Sharp | 0.982% | 0.838% |
Beta | 0.895% | 0.924% |
Alpha | 1.414% | 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 |
Fund Manage | 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 | 5.82 | 12.39 |
Mid Cap | 67.46 | 69.78 |
Large Cap | 13.04 | 17.85 |
Small Cap | 13.95 | - |
Sector Allocation
Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 5.82 | 12.39 |
Industrial Products | 7.67 | - |
Pharmaceuticals & Biotechnology | 6.89 | 11.58 |
Cement & Cement Products | 1.94 | - |
Healthcare Services | 4.37 | - |
Electrical Equipment | 3.19 | - |
Chemicals & Petrochemicals | 1.47 | 4.28 |
Leisure Services | 3.59 | 1.62 |
Auto Components | 7.23 | 6.21 |
Realty | 3.04 | - |
Petroleum Products | 1.42 | 9.72 |
Automobiles | 1.48 | - |
Finance | 8.57 | 4.13 |
Transport Services | 2.13 | 7.91 |
Capital Markets | 2.39 | - |
Telecom - Services | 1.12 | 4.5 |
Fertilizers & Agrochemicals | 3.11 | - |
Banks | 8.64 | - |
Insurance | 1.28 | 1.05 |
Agricultural Food & other Products | 1.22 | 5.86 |
Consumer Durables | 6.05 | - |
Gas | 0.9 | - |
IT - Software | 4.71 | 3.99 |
Aerospace & Defense | 1.31 | - |
Financial Technology (Fintech) | 1.67 | - |
Food Products | 0.88 | - |
Retailing | 4.29 | - |
Beverages | 1.19 | - |
Ferrous Metals | 0.99 | 11.77 |
Power | 1.71 | 1.74 |
Diversified FMCG | - | 5.34 |
Construction | - | 7.93 |
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