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 | Very High |
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 | 7.85% | 8.46% |
6 Month | -11.98% | -16.47% |
1 Year | 4.02% | -4.66% |
3 Year | 15.1% | 15.62% |
5 Year | 25.79% | 29.68% |
SIP Return Analysis
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | -3.9% | -6.71% |
1 Year | -8.34% | -19.49% |
3 Year | 13.23% | 15.33% |
5 Year | 16.41% | 19.87% |
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 | 0.58% | 0.777% |
Beta | 0.84% | 1.094% |
Alpha | -0.13% | 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 |
Funds Managed | 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 | 6.23 | 12.41 |
Large Cap | 43.55 | 46.43 |
Mid Cap | 35.76 | 40.82 |
Small Cap | 14.46 | 0.34 |
Sector Allocation
Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 6.03 | 12.41 |
Communication Services | 5.28 | 1.8 |
Energy | 4.46 | 9.95 |
Technology | 4.55 | - |
Basic Materials | 11.07 | 9.3 |
Industrials | 10.84 | 16.07 |
Financial Services | 32.65 | 14.03 |
Consumer Defensive | 6.92 | 18.28 |
Healthcare | 6.79 | 6.82 |
Consumer Cyclical | 7.27 | 6.97 |
Utilities | 1.94 | 4.37 |
Real Estate | 2.2 | - |
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