Tata Quant Fund vs Quant Quantamental Fund Regular compare
Tata Quant Fund-Regular Plan-Growth
Quant Quantamental Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
Fund | Tata Quant Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹66 Cr | ₹2122 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 Jan 2020 | 20 Apr 2021 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 200 | NIFTY 200 TRI |
Turn Over | 349.61% | % |
Expense Ratio | 2.4 | 2 |
Manager | Sailesh Jain | Sanjeev Sharma |
ISIN Code | INF277K016Y9 | INF966L01AH5 |
Exits Load | Tata Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Quantamental Fund - Regular Plan - 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 Quant Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
1 Month | -100% | 2.49% |
6 Month | -100% | -8.53% |
1 Year | -100% | -9.22% |
3 Year | -100% | 20.64% |
5 Year | -100% | - |
SIP Return Analysis
Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
6 Month | -4.23% | -0.5% |
1 Year | -11.46% | -15.79% |
3 Year | 10.52% | 16.4% |
5 Year | 11.18% | - |
Rolling Lumpsum Returns
Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
1 Year | 18.99% | 27.76% |
3 Year | 13.85% | 31.29% |
5 Year | 7.67% | - |
Risk Management
Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
Standard Deviation | 14.21% | 17.328% |
Sharp | 0.361% | 0.966% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
Name | Sailesh Jain | Sanjeev Sharma |
Total AUM | ₹17041 Cr | ₹39731 Cr |
Funds Managed | 7 | 22 |
Tata Quant Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
Market Cap
Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 5.33 | 20.63 |
Large Cap | 49.88 | 67.16 |
Mid Cap | 44.78 | 4.91 |
Small Cap | 0 | 7.29 |
Sector Allocation
Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 5.33 | 20.63 |
Industrials | 4.39 | 10.49 |
Basic Materials | 15.9 | 1.38 |
Financial Services | 30.17 | 25.04 |
Energy | 0.84 | 12.94 |
Consumer Cyclical | 4.18 | 5.52 |
Healthcare | 8.14 | 6.32 |
Technology | 19.92 | - |
Utilities | 6.67 | 6.93 |
Consumer Defensive | 0 | 9.85 |
Communication Services | 4.46 | 0.9 |
Real Estate | 0 | - |
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