Tata Mid Cap Growth Fund Regular Plan vs Quant Mid Cap Fund compare

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

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tortoise-icon Quant 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 Mid Cap Growth Fund Regular Plan- Growth Option Quant Mid Cap Fund-Growth
Fund Tata Mid Cap Growth Fund Regular Plan- Growth Option Quant Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4194 Cr ₹8713 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Jul 1994 26 Feb 2001
Category Mid Cap Mid Cap
Fund Type Open Ended Open-ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 69.98% %
Expense Ratio 0.75 1.74
Manager Satish Chandra Mishra Sanjeev Sharma
ISIN Code INF277K01626 INF966L01176
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 0.50% if redeemed within 3 months./365

Trailing Lumpsum Returns

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Quant Mid Cap Fund-Growth
1 Month 5.5% -0.91%
6 Month 23.85% 19.75%
1 Year 44.18% 57.66%
3 Year 23.53% 31.96%
5 Year 28.81% 37.24%

SIP Return Analysis

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Quant Mid Cap Fund-Growth
6 Month - -
1 Year 23.48% 29.27%
3 Year 56.14% 71.16%
5 Year 106.77% 158.32%

Rolling Lumpsum Returns

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Quant Mid Cap Fund-Growth
1 Year 28.77% 38.51%
3 Year 75.24% 106.01%
5 Year 115% 165.66%

Risk Management

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Quant Mid Cap Fund-Growth
Standard Deviation 13.05% 15.85%
Sharp 1.34% 1.43%
Beta 0.83% 0.88%
Alpha 1.18% 5.07%

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Fund Managers

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option Quant Mid Cap Fund-Growth
Name Satish Chandra Mishra Sanjeev Sharma
Total AUM ₹13117 Cr ₹39731 Cr
Fund Manage 5 22
Tata Mid Cap Growth Fund Regular Plan- Growth Option Quant Mid Cap Fund-Growth

Market Cap

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Quant Mid Cap Fund-Growth

Mid Cap 64.87 65.62
Large Cap 9.14 21.46
Others 5.23 12.92
Small Cap 20.76 -

Sector Allocation

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Quant Mid Cap Fund-Growth

Capital Goods 15.46 -
Healthcare 11.33 12.29
Consumer Staples 2.43 -
Automobile 5.98 9.88
Chemicals 4.33 5.24
Services 8.18 14.39
Others 2.96 0.34
Materials 5.75 -
Construction 8.64 -
Metals & Mining 5.22 11.79
Financial 16.7 18.55
Technology 2.71 2.78
Energy 2.81 19.51
Communication 2.68 5.23
Consumer Discretionary 2.05 -
Textiles 1.9 -
Diversified 0.87 -

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