Sundaram Mid Cap Fund Regular Plan vs Quant Mid Cap Fund 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)	₹12350 Cr	₹8941 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	1.74	1.73
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

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
1 Month	-6.79%	-0.92%
6 Month	-0.68%	-12.4%
1 Year	19.73%	9.37%
3 Year	21.51%	21.71%
5 Year	21.21%	30.23%

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
6 Month	-	-
1 Year	8.89%	-7.22%
3 Year	27.33%	22.65%
5 Year	26.51%	28.83%

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	3.17%	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	5.82	12.39
Mid Cap	67.46	69.78
Large Cap	13.04	17.85
Small Cap	13.95	-

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