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 | - | 1.44% |
| 6 Month | - | 6.58% |
| 1 Year | - | -0.94% |
| 3 Year | - | 21.04% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | - | 2.49% |
| 1 Year | - | 11.75% |
| 3 Year | - | 14.42% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 15.61% | 23.61% |
| 3 Year | 13.32% | 26.26% |
| 5 Year | 12.95% | - |
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 | - | - |
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 | 6.08 | 43.02 |
| Large Cap | 50.12 | 50.9 |
| Mid Cap | 43.8 | 4.3 |
| Small Cap | - | 1.78 |
Sector Allocation
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 6.08 | 30.55 |
| Industrials | 4.37 | 6.83 |
| Financial Services | 30.79 | 16.85 |
| Basic Materials | 16.68 | - |
| Consumer Cyclical | 4.12 | 5.85 |
| Technology | 18.74 | 0.88 |
| Utilities | 6.66 | 9.25 |
| Energy | 0.8 | 18.69 |
| Healthcare | 7.47 | 4.3 |
| Communication Services | 4.29 | 0.9 |
| Real Estate | - | 5.91 |
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