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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) | ₹11792 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 | -4.58% | -1.51% |
| 6 Month | -3.55% | 2.74% |
| 1 Year | -11.49% | -3.25% |
| 3 Year | 16.06% | 22.24% |
| 5 Year | 24.87% | 31.62% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -7.05% | -0.12% |
| 1 Year | -7.87% | 7.34% |
| 3 Year | 9.4% | 14.8% |
| 5 Year | 16.37% | 21.17% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 21.95% | 9.82% |
| 3 Year | 28.27% | 10.55% |
| 5 Year | 30.04% | 10.64% |
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 | 18.19 | 17.59 |
| Small Cap | 74.45 | 61.77 |
| Mid Cap | 7.36 | 0.48 |
| Large Cap | - | 20.16 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 12.98 | 10.33 |
| Industrials | 25.91 | 6.83 |
| Healthcare | 5.46 | 13.88 |
| Basic Materials | 18.09 | 7.7 |
| Consumer Cyclical | 17.84 | 12.17 |
| Financial Services | 5.66 | 17.45 |
| Technology | 6.66 | 2.42 |
| Utilities | 1.2 | 3.13 |
| Real Estate | 4.44 | 2.48 |
| Consumer Defensive | 1.77 | 4.24 |
| Energy | - | 16.52 |
| Communication Services | - | 2.86 |
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