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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% | 3.52% |
| 6 Month | -100% | 4.84% |
| 1 Year | -100% | -5.84% |
| 3 Year | -100% | 28.42% |
| 5 Year | -100% | - |
SIP Return Analysis
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | -4.23% | 9.87% |
| 1 Year | -11.46% | 5.3% |
| 3 Year | 10.52% | 19.66% |
| 5 Year | 11.18% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.66% | 26.08% |
| 3 Year | 13.42% | 27.24% |
| 5 Year | 13.62% | - |
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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