Tata Large & Mid Cap Fund vs Quant Large and Mid Cap Fund compare
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Fund | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹7943 Cr | ₹3612 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Mar 2003 | 09 Jan 2007 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 10.69% | % |
Expense Ratio | 1.77 | 1.9 |
Manager | Chandraprakash Padiyar | Sanjeev Sharma |
ISIN Code | INF277K01428 | INF966L01341 |
Exits Load | Tata Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Month | -4.09% | -7.8% |
6 Month | -11.69% | -19% |
1 Year | 1.87% | -2.73% |
3 Year | 14.21% | 17.85% |
5 Year | 16.12% | 21.96% |
SIP Return Analysis
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | - | - |
1 Year | -12.13% | -20.66% |
3 Year | 11.13% | 14.5% |
5 Year | 15.44% | 19.8% |
Rolling Lumpsum Returns
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Year | 16.65% | - |
3 Year | 15.07% | - |
5 Year | 14.35% | - |
Risk Management
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 11.3% | 16.673% |
Sharp | 0.61% | 0.777% |
Beta | 0.86% | 1.094% |
Alpha | -0.94% | 4.454% |
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Fund Managers
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Name | Chandraprakash Padiyar | Sanjeev Sharma |
Total AUM | ₹15627 Cr | ₹39731 Cr |
Fund Manage | 3 | 22 |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
Market Cap
Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 5.37 | 14.36 |
Large Cap | 40.47 | 48.99 |
Mid Cap | 38.5 | 36.64 |
Small Cap | 15.66 | - |
Sector Allocation
Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 5.37 | 14.36 |
Telecom - Services | 5.07 | 1.27 |
Petroleum Products | 3.97 | 9.31 |
IT - Software | 3.19 | 0.45 |
Cement & Cement Products | 3.49 | 1.38 |
Construction | 1.55 | 5.87 |
Finance | 5.55 | 7.2 |
Diversified FMCG | 1.69 | 11.75 |
Banks | 23.22 | - |
Healthcare Services | 2.83 | - |
Pharmaceuticals & Biotechnology | 2.82 | 9.07 |
Electrical Equipment | 1.7 | - |
Capital Markets | 2.69 | - |
Consumer Durables | 0.95 | - |
Automobiles | 2.09 | - |
Beverages | 4.83 | 1.74 |
Industrial Products | 4.2 | - |
Diversified | 2.33 | 1.08 |
Gas | 0.9 | - |
Chemicals & Petrochemicals | 3.97 | - |
Auto Components | 4.23 | 7.82 |
Realty | 1.03 | - |
Fertilizers & Agrochemicals | 4.01 | - |
Commercial Services & Supplies | 3.09 | - |
Agricultural Food & other Products | 0.63 | 2.91 |
Retailing | 2.2 | - |
Leisure Services | 1.05 | - |
Power | 1.35 | 4.19 |
Insurance | - | 6.51 |
Transport Services | - | 4.4 |
Ferrous Metals | - | 7.1 |
Personal Products | - | 0.6 |
Food Products | - | 2.98 |
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