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 5.53% -0.62%
6 Month 22.29% 20.21%
1 Year 32.72% 60.9%
3 Year 18.78% 29.39%
5 Year 22.94% 29.99%

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 14.21% 28.41%
3 Year 37.19% 63.79%
5 Year 73.24% 120.52%

Rolling Lumpsum Returns

Scheme Name Tata Large & Mid Cap Fund- Regular Plan - Growth Option Quant Large and Mid Cap Fund-Growth
1 Year 22.29% 30.27%
3 Year 57.36% 82.52%
5 Year 81.2% 126.28%

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 0.98% 1.39%
Beta 0.82% 0.97%
Alpha -0.15% 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 14.22
Large Cap 42.67 44.7
Mid Cap 40.55 37.51
Small Cap 11.96 3.59

Sector Allocation

Scheme Name

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

Quant Large and Mid Cap Fund-Growth

Others 4.68 -4.42
Communication 5.05 -
Energy 5.69 16.03
Technology 3.31 5.65
Materials 4.09 5.25
Construction 1.81 -
Consumer Staples 9.54 8.45
Healthcare 6.49 7.82
Financial 31.45 24.01
Automobile 7.72 5.22
Capital Goods 6.79 7.25
Metals & Mining 1.77 12.35
Chemicals 6.92 -
Services 4.69 8.4
Insurance - 4.01

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