Tata Equity PE Fund Regular Plan vs Quant Value Fund Regular compare
Tata Equity PE Fund Regular Plan -(Growth Option)
Quant Value Fund Regular - Growth
Chart Comparison
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
|---|---|---|
| Fund | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8681 Cr | ₹1959 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Jun 2004 | 30 Nov 2021 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 48.01% | % |
| Expense Ratio | 1.78 | 2 |
| Manager | Amey Sathe | Sanjeev Sharma |
| ISIN Code | INF277K01451 | INF966L01AQ6 |
| Exits Load | Tata Equity PE Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Month | -5.55% | -6.06% |
| 6 Month | -7.74% | -14.27% |
| 1 Year | 13.57% | 11.99% |
| 3 Year | 19.15% | 22.92% |
| 5 Year | 18.54% | - |
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -3.62% | -12% |
| 3 Year | 21.08% | 24.31% |
| 5 Year | 21.56% | - |
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.13% | 31.58% |
| 3 Year | 16.47% | - |
| 5 Year | 14.86% | - |
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.45% | 21.18% |
| Sharp | 0.97% | - |
| Beta | 0.96% | - |
| Alpha | 5.14% | - |
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| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
|---|---|---|
| Name | Amey Sathe | Sanjeev Sharma |
| Total AUM | ₹11910 Cr | ₹39731 Cr |
| Fund Manage | 4 | 22 |
| Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
| Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 8.82 | 17.33 |
| Mid Cap | 15.6 | - |
| Large Cap | 50.82 | 47.28 |
| Small Cap | 24.76 | 35.4 |
| Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 8.82 | 17.33 |
| Cement & Cement Products | 1.38 | 4.67 |
| Petroleum Products | 4.61 | 9.07 |
| Textiles & Apparels | 3.68 | - |
| Banks | 18.13 | - |
| Aerospace & Defense | 0.9 | - |
| IT - Software | 4.8 | 4.09 |
| Leisure Services | 0.83 | 1.07 |
| Pharmaceuticals & Biotechnology | 5.72 | 0.95 |
| Consumer Durables | 2.05 | - |
| Capital Markets | 5.19 | - |
| Finance | 10.65 | 12.68 |
| Telecom - Services | 2.5 | 2.47 |
| Diversified FMCG | 3.55 | 9.36 |
| Automobiles | 2.64 | - |
| Construction | 0.62 | 2.46 |
| Gas | 0.88 | 0.36 |
| Oil | 1.44 | - |
| Auto Components | 2.84 | 1.4 |
| Entertainment | 1.69 | 2.27 |
| Industrial Products | 0.73 | - |
| Consumable Fuels | 4.12 | - |
| Minerals & Mining | 1.08 | - |
| Power | 5.86 | 7.63 |
| Retailing | 1.68 | 2.95 |
| Beverages | 3.61 | - |
| Chemicals & Petrochemicals | - | 4.25 |
| Insurance | - | 11.23 |
| Healthcare | - | 2.63 |
| Personal Products | - | 3.14 |
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