Quant Healthcare Fund Regular vs Tata India Pharma & Healthcare Fund compare
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Quant Healthcare Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| Fund | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | Quant Healthcare Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1296 Cr | ₹402 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Dec 2015 | 17 Jun 2023 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Pharma TRI | BSE Healthcare TRI |
| Turn Over | 26.49% | % |
| Expense Ratio | 2.14 | 2.39 |
| Manager | Meeta Shetty | Sanjeev Sharma |
| ISIN Code | INF277K016A9 | INF966L01CG3 |
| Exits Load | Tata India Pharma & Heathcare Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Quant Healthcare Fund - Regular Plan - 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 India Pharma & Healthcare Fund-Regular Plan-Growth | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.91% | 0.38% |
| 6 Month | 6.26% | 5.54% |
| 1 Year | 1.15% | -6.97% |
| 3 Year | 21.64% | - |
| 5 Year | 17.97% | - |
SIP Return Analysis
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.97% | 0.77% |
| 1 Year | 9.24% | 5.21% |
| 3 Year | 20.62% | - |
| 5 Year | 18.28% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| 1 Year | 9.76% | 11.19% |
| 3 Year | 18.6% | - |
| 5 Year | 15.32% | - |
Risk Management
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.04% | - |
| Sharp | 0.90% | - |
| Beta | 0.97% | - |
| Alpha | -0.83% | - |
Fund Managers
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| Name | Meeta Shetty | Sanjeev Sharma |
| Total AUM | ₹17847 Cr | ₹39731 Cr |
| Funds Managed | 5 | 22 |
| Tata India Pharma & Healthcare Fund-Regular Plan-Growth | Quant Healthcare Fund Regular - Growth |
Market Cap
| Scheme Name |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
Quant Healthcare Fund Regular - Growth |
|---|---|---|
| Others | 4.14 | 32.28 |
| Large Cap | 25.14 | 9.19 |
| Mid Cap | 37.44 | 9.09 |
| Small Cap | 33.28 | 49.44 |
Sector Allocation
| Scheme Name |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
Quant Healthcare Fund Regular - Growth |
|---|---|---|
| Others | 1.72 | 17.84 |
| Healthcare | 94.07 | 68.48 |
| Basic Materials | 2.64 | - |
| Financial Services | 1.58 | 5.94 |
| Consumer Defensive | - | 7.74 |
Top Comparisons
Kotak Consumption Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Consumption Fund-Growth Option
3Y Returns14.53%
ICICI Prudential Bond Fund - Growth
3Y Returns7.87%
HSBC Medium to Long Duration Fund - Regular Growth
3Y Returns6.7%
Bandhan Small Cap Fund Regular Growth
3Y Returns30.95%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns18.95%
HDFC Hybrid Equity Fund - Growth Plan
3Y Returns12.42%