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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) | ₹11410 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 | -2.95% | -2.81% |
| 6 Month | -9.31% | -2.63% |
| 1 Year | -12.37% | -2.63% |
| 3 Year | 15.99% | 21.73% |
| 5 Year | 23.85% | 29.48% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -6.89% | -1.33% |
| 1 Year | -7.92% | 4.69% |
| 3 Year | 6.64% | 11.77% |
| 5 Year | 14.22% | 18.86% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 21.4% | 9.79% |
| 3 Year | 28.16% | 10.56% |
| 5 Year | 29.84% | 10.66% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.32% | 18.497% |
| Sharp | 0.59% | 0.792% |
| Beta | 0.77% | 0.929% |
| Alpha | -1.52% | 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 | 14.24 | 16.88 |
| Small Cap | 78.23 | 61.43 |
| Mid Cap | 7.53 | 0.95 |
| Large Cap | - | 20.74 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.49 | 7.68 |
| Industrials | 29.57 | 6.74 |
| Healthcare | 5.62 | 13.85 |
| Basic Materials | 17.36 | 7.4 |
| Consumer Cyclical | 18.1 | 12.63 |
| Financial Services | 6.02 | 19.33 |
| Technology | 6.53 | 2.78 |
| Utilities | 1.24 | 2.95 |
| Real Estate | 4.12 | 2.48 |
| Consumer Defensive | 1.96 | 4.08 |
| Energy | - | 17.04 |
| Communication Services | - | 3.03 |
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