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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 | Very High | Very High |
| Asset Size (Cr) | ₹8883 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 | 5.56% | 7.73% |
| 6 Month | -8.61% | -5.41% |
| 1 Year | 7.13% | 1.14% |
| 3 Year | 23.61% | 28.04% |
| 5 Year | 35.39% | 48.28% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -6.2% | -3.15% |
| 1 Year | -19.38% | -17.48% |
| 3 Year | 13.76% | 16.96% |
| 5 Year | 21.24% | 26.11% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 28.19% | 10.46% |
| 3 Year | 29.82% | 10.33% |
| 5 Year | 28.63% | 10.13% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.861% | 18.497% |
| Sharp | 0.793% | 0.792% |
| Beta | 0.736% | 0.929% |
| Alpha | 3.356% | 1.342% |
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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 | 7.03 | 10.03 |
| Small Cap | 84.22 | 63.33 |
| Mid Cap | 8.75 | 3.42 |
| Large Cap | - | 23.22 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.25 | 9.23 |
| Healthcare | 10.59 | 13.56 |
| Basic Materials | 18.16 | 8.59 |
| Consumer Cyclical | 15.97 | 14.28 |
| Financial Services | 8.32 | 15.78 |
| Technology | 5.85 | 2.85 |
| Real Estate | 3.86 | 1.72 |
| Industrials | 24.35 | 4.46 |
| Consumer Defensive | 3.84 | 5.01 |
| Utilities | 0.82 | 2.37 |
| Energy | - | 18.22 |
| Communication Services | - | 3.92 |
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