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% | 2.68% |
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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