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 | - | -6.7% |
| 6 Month | - | -2.99% |
| 1 Year | - | 1.97% |
| 3 Year | - | 15.6% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | - | -4.32% |
| 1 Year | - | -2.1% |
| 3 Year | - | 7.74% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 18.29% | 21.27% |
| 3 Year | 13.54% | 25.11% |
| 5 Year | 7.96% | - |
Risk Management
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.21% | 15.62% |
| Sharp | 0.361% | 0.81% |
| Beta | - | 1.12% |
| Alpha | - | 0.99% |
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 | 48.3 |
| Large Cap | 50.12 | 48.04 |
| Mid Cap | 43.8 | 3.66 |
| Small Cap | - | 0 |
Sector Allocation
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 6.08 | 28.71 |
| Industrials | 4.37 | 7.48 |
| Financial Services | 30.79 | 32.34 |
| Basic Materials | 16.68 | 0 |
| Consumer Cyclical | 4.12 | 6.19 |
| Technology | 18.74 | - |
| Utilities | 6.66 | 7.9 |
| Energy | 0.8 | 7.81 |
| Healthcare | 7.47 | 3.66 |
| Communication Services | 4.29 | 0 |
| Real Estate | - | 5.91 |
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