Tata Multicap Fund vs Quant Active Fund compare
Tata Multicap Fund - Regular Plan - Growth
Tata Multicap Fund - Regular Plan - Growth
Quant Multi Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Quant Multi Cap Fund-Growth |
---|---|---|---|
Fund | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Quant Multi Cap Fund-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Average |
Asset Size (Cr) | ₹3124 Cr | ₹3124 Cr | ₹9863 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹150 | ₹150 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 02 Feb 2023 | 02 Feb 2023 | 04 Apr 2001 |
Category | Multi Cap | Multi Cap | Multi Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
Turn Over | 3.53% | 3.53% | % |
Expense Ratio | 1.89 | 1.89 | 1.73 |
Manager | Rahul Singh | Rahul Singh | Sanjeev Sharma |
ISIN Code | INF277KA1703 | INF277KA1703 | INF966L01234 |
Exits Load | Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Active Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Quant Multi Cap Fund-Growth |
---|---|---|---|
1 Month | -1.75% | -1.75% | -4.87% |
6 Month | 12.62% | 12.62% | 6.05% |
1 Year | -3.49% | -3.49% | -13.79% |
3 Year | - | - | 12.67% |
5 Year | - | - | 23.06% |
SIP Return Analysis
Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Quant Multi Cap Fund-Growth |
---|---|---|---|
6 Month | 4.27% | 4.27% | -0.6% |
1 Year | 2.31% | 2.31% | -7.9% |
3 Year | - | - | 6.66% |
5 Year | - | - | 12.99% |
Rolling Lumpsum Returns
Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Quant Multi Cap Fund-Growth |
---|---|---|---|
1 Year | 24.62% | 24.62% | 16.85% |
3 Year | - | - | 20.14% |
5 Year | - | - | 19.12% |
Risk Management
Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Quant Multi Cap Fund-Growth |
---|---|---|---|
Standard Deviation | - | - | 17.19% |
Sharp | - | - | 0.474% |
Beta | - | - | 1.132% |
Alpha | - | - | -0.949% |
Fund Managers
Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Quant Multi Cap Fund-Growth |
---|---|---|---|
Name | Rahul Singh | Rahul Singh | Sanjeev Sharma |
Total AUM | ₹19760 Cr | ₹19760 Cr | ₹39731 Cr |
Funds Managed | 9 | 9 | 22 |
Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Quant Multi Cap Fund-Growth |
Market Cap
Scheme Name |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
Quant Multi Cap Fund-Growth |
---|---|---|---|
Others | 3.91 | 3.91 | 14.73 |
Large Cap | 44.67 | 44.67 | 33.22 |
Small Cap | 26.98 | 26.98 | 24.44 |
Mid Cap | 24.44 | 24.44 | 27.6 |
Sector Allocation
Scheme Name |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
Quant Multi Cap Fund-Growth |
---|---|---|---|
Others | 1.77 | 1.77 | 13.17 |
Energy | 4.56 | 4.56 | 12.99 |
Technology | 10.43 | 10.43 | 1.33 |
Consumer Cyclical | 12.84 | 12.84 | 9.58 |
Industrials | 12.23 | 12.23 | 16.29 |
Financial Services | 30.26 | 30.26 | 12.03 |
Healthcare | 8.5 | 8.5 | 8.77 |
Basic Materials | 7.45 | 7.45 | 3.4 |
Communication Services | 4.38 | 4.38 | 2.8 |
Consumer Defensive | 2.44 | 2.44 | 10.25 |
Real Estate | 1.91 | 1.91 | 3.89 |
Utilities | 3.23 | 3.23 | 5.5 |
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