Tata Quant Fund vs Nippon India Quant Fund compare
Nippon India Quant Fund -Growth Plan - Growth Option
Tata Quant Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Fund | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Quant Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹100 Cr | ₹66 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 18 Apr 2008 | 27 Jan 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 200 | BSE 200 |
Turn Over | 119% | 349.61% |
Expense Ratio | 0.94 | 2.4 |
Manager | Ashutosh Bhargava | Sailesh Jain |
ISIN Code | INF204K01760 | INF277K016Y9 |
Exits Load | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Tata Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
1 Month | 3.08% | -100% |
6 Month | 14.11% | -100% |
1 Year | -0.2% | -100% |
3 Year | 19.61% | -100% |
5 Year | 22.98% | -100% |
SIP Return Analysis
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
6 Month | 3.7% | -4.23% |
1 Year | 11.31% | -11.46% |
3 Year | 18.17% | 10.52% |
5 Year | 18.76% | 11.18% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
1 Year | 11.68% | 16.45% |
3 Year | 11.62% | 13.52% |
5 Year | 11.87% | 13.06% |
Risk Management
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.52% | 14.21% |
Sharp | 0.86% | 0.361% |
Beta | 1.00% | - |
Alpha | 5.68% | - |
Fund Managers
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Name | Ashutosh Bhargava | Sailesh Jain |
Total AUM | ₹121448 Cr | ₹17041 Cr |
Funds Managed | 12 | 7 |
Nippon India Quant Fund -Growth Plan - Growth Option | Tata Quant Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Others | 6.99 | 6.08 |
Large Cap | 76.26 | 50.12 |
Mid Cap | 16.75 | 43.8 |
Sector Allocation
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Others | 1.04 | 6.08 |
Energy | 7.61 | 0.8 |
Technology | 8.41 | 18.74 |
Basic Materials | 5.99 | 16.68 |
Industrials | 13 | 4.37 |
Financial Services | 35.14 | 30.79 |
Healthcare | 5.31 | 7.47 |
Consumer Cyclical | 9.85 | 4.12 |
Consumer Defensive | 2.83 | - |
Utilities | 4.65 | 6.66 |
Real Estate | 2.01 | - |
Communication Services | 4.15 | 4.29 |
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