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 | Very High | 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 | -4.21% | 0.23% |
6 Month | 7.05% | 10.85% |
1 Year | -11.02% | -4.98% |
3 Year | 19.4% | 24.38% |
5 Year | 29.4% | 33.85% |
SIP Return Analysis
Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | -3.01% | 0.98% |
1 Year | -0.6% | 8.48% |
3 Year | 13.23% | 16.39% |
5 Year | 18.93% | 22.48% |
Rolling Lumpsum Returns
Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 23.4% | 10.2% |
3 Year | 28.5% | 10.46% |
5 Year | 30.65% | 10.35% |
Risk Management
Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 16.04% | 18.497% |
Sharp | 0.82% | 0.792% |
Beta | 0.78% | 0.929% |
Alpha | 0.42% | 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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