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Tata Quant Fund vs Quant Quantamental Fund Regular compare

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tortoise-icon Tata Quant Fund-Regular Plan-Growth

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tortoise-icon Quant Quantamental Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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% 2.68%
6 Month -100% 13.78%
1 Year -100% -10.41%
3 Year -100% 19.9%
5 Year -100% -

SIP Return Analysis

Scheme Name Tata Quant Fund-Regular Plan-Growth Quant Quantamental Fund Regular - Growth
6 Month -4.23% 1.59%
1 Year -11.46% 4.45%
3 Year 10.52% 13.77%
5 Year 11.18% -

Rolling Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth Quant Quantamental Fund Regular - Growth
1 Year 16.45% 24.9%
3 Year 13.52% 27.02%
5 Year 13.06% -

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 21.28
Large Cap 50.12 64.73
Mid Cap 43.8 4.01
Small Cap - 9.98

Sector Allocation

Scheme Name

Tata Quant Fund-Regular Plan-Growth

Quant Quantamental Fund Regular - Growth

Others 6.08 21.28
Industrials 4.37 6.54
Financial Services 30.79 32.1
Basic Materials 16.68 0
Consumer Cyclical 4.12 5.34
Technology 18.74 0.85
Utilities 6.66 7.47
Energy 0.8 15.55
Healthcare 7.47 4.01
Communication Services 4.29 0.91
Real Estate - 5.96

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