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Quant Small Cap Fund vs Tata Small Cap Fund compare
Tata Small Cap Fund Regular Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹11637 Cr | ₹25183 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Nov 2018 | 30 Oct 1996 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 4.59% | % |
| Expense Ratio | 1.7 | 1.6 |
| Manager | Chandraprakash Padiyar | Sanjeev Sharma |
| ISIN Code | INF277K015O2 | INF966L01AA0 |
| Exits Load | Tata Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -2.57% | 1.09% |
| 6 Month | 2.58% | 6.86% |
| 1 Year | -6.24% | 1.07% |
| 3 Year | 18.32% | 23.36% |
| 5 Year | 27.12% | 32.8% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.24% | 1.31% |
| 1 Year | -0.09% | 9.33% |
| 3 Year | 11.79% | 15.19% |
| 5 Year | 17.56% | 21.13% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 22.31% | 9.83% |
| 3 Year | 28.33% | 10.54% |
| 5 Year | 30.21% | 10.63% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.07% | 18.497% |
| Sharp | 0.80% | 0.792% |
| Beta | 0.76% | 0.929% |
| Alpha | 0.09% | 1.342% |
Fund Managers
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Name | Chandraprakash Padiyar | Sanjeev Sharma |
| Total AUM | ₹15627 Cr | ₹39731 Cr |
| Funds Managed | 3 | 22 |
| Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 17.27 | 16.55 |
| Small Cap | 76.22 | 63.1 |
| Mid Cap | 6.51 | 0.52 |
| Large Cap | - | 19.83 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 11.94 | 9.04 |
| Industrials | 24.95 | 6.74 |
| Healthcare | 7.47 | 14.71 |
| Basic Materials | 19.12 | 8.01 |
| Consumer Cyclical | 17.32 | 12.69 |
| Financial Services | 4.77 | 17.06 |
| Technology | 6.74 | 2.46 |
| Utilities | 1.19 | 2.98 |
| Real Estate | 4.7 | 2.61 |
| Consumer Defensive | 1.79 | 4.41 |
| Energy | - | 16.38 |
| Communication Services | - | 2.91 |
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