Tata Large & Mid Cap Fund vs Quant Large and Mid Cap Fund compare

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tortoise-icon Tata Large & Mid Cap Fund- Regular Plan - Growth Option

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tortoise-icon Quant Large and Mid Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹7968 Cr ₹3283 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Mar 1993 11 Dec 2006
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 1.78 1.93
Manager Chandraprakash Padiyar Sanjeev Sharma
ISIN Code INF277K01428 INF966L01341
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 90 days/365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Tata Large & Mid Cap Fund- Regular Plan - Growth Option Quant Large and Mid Cap Fund-Growth
1 Month -5.68% -8.76%
6 Month 5.83% -4.74%
1 Year 24.5% 30.34%
3 Year 15.48% 19.02%
5 Year 18.86% 24.28%

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 18.96% 9.51%
3 Year 21.93% 25.99%
5 Year 21.97% 26.91%

Rolling Lumpsum Returns

Scheme Name Tata Large & Mid Cap Fund- Regular Plan - Growth Option Quant Large and Mid Cap Fund-Growth
1 Year 16.6% 15.18%
3 Year 15.03% 15.81%
5 Year 14.28% 14.26%

Risk Management

Scheme Name Tata Large & Mid Cap Fund- Regular Plan - Growth Option Quant Large and Mid Cap Fund-Growth
Standard Deviation 11.3% 15.18%
Sharp 0.88% 1.39%
Beta 0.83% 0.97%
Alpha 1.29% 5.83%

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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 4.82 14.36
Large Cap 42.67 48.99
Mid Cap 40.55 36.64
Small Cap 11.96 -

Sector Allocation

Scheme Name

Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Quant Large and Mid Cap Fund-Growth

Others 4.68 14.36
Communication 5.05 -
Energy 5.69 -
Technology 3.31 -
Materials 4.09 -
Construction 1.81 5.87
Consumer Staples 9.54 -
Healthcare 6.49 -
Financial 31.45 -
Automobile 7.72 -
Capital Goods 6.79 -
Metals & Mining 1.77 -
Chemicals 6.92 -
Services 4.69 -
Petroleum Products - 9.31
Finance - 7.2
Diversified FMCG - 11.75
Cement & Cement Products - 1.38
Insurance - 6.51
Transport Services - 4.4
Ferrous Metals - 7.1
Telecom - Services - 1.27
Pharmaceuticals & Biotechnology - 9.07
Personal Products - 0.6
Agricultural Food & other Products - 2.91
Food Products - 2.98
IT - Software - 0.45
Diversified - 1.08
Auto Components - 7.82
Power - 4.19
Beverages - 1.74

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