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) | ₹1310 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 | -5.55% | -6.7% |
| 6 Month | -6.81% | -9.96% |
| 1 Year | -5.1% | -7.81% |
| 3 Year | 19.68% | - |
| 5 Year | 13.87% | - |
SIP Return Analysis
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| 6 Month | -6.87% | -7.84% |
| 1 Year | -8.62% | -12.77% |
| 3 Year | 11.19% | - |
| 5 Year | 13.84% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| 1 Year | 7.74% | 7.21% |
| 3 Year | 18.94% | - |
| 5 Year | 15.54% | - |
Risk Management
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.23% | - |
| Sharp | 0.98% | - |
| Beta | 0.92% | - |
| Alpha | 1.32% | - |
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 | 2.84 | 33.5 |
| Mid Cap | 40.02 | 9.67 |
| Small Cap | 37.23 | 42.81 |
| Large Cap | 19.92 | 14.02 |
Sector Allocation
| Scheme Name |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
Quant Healthcare Fund Regular - Growth |
|---|---|---|
| Others | 1.31 | 20.61 |
| Healthcare | 95 | 63.74 |
| Basic Materials | 3.68 | - |
| Energy | - | 5.72 |
| Real Estate | - | 2.63 |
| Consumer Defensive | - | 7.3 |
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