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Tata Small Cap Fund vs Quant Small Cap Fund compare
Tata Small Cap Fund Regular Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹11637 Cr | ₹25183 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Nov 2018 | 30 Oct 1996 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 4.59% | % |
| Expense Ratio | 1.7 | 1.6 |
| Manager | Chandraprakash Padiyar | Sanjeev Sharma |
| ISIN Code | INF277K015O2 | INF966L01AA0 |
| Exits Load | Tata Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -2.46% | 0.35% |
| 6 Month | 10.59% | 13.3% |
| 1 Year | -11.18% | -7.51% |
| 3 Year | 19.9% | 24.52% |
| 5 Year | 29.19% | 33.3% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.32% | 1.96% |
| 1 Year | 4.22% | 8.99% |
| 3 Year | 14.87% | 16.45% |
| 5 Year | 19.77% | 22.37% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 23.4% | 10.2% |
| 3 Year | 28.5% | 10.46% |
| 5 Year | 30.65% | 10.35% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.04% | 18.497% |
| Sharp | 0.82% | 0.792% |
| Beta | 0.78% | 0.929% |
| Alpha | 0.42% | 1.342% |
Fund Managers
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Name | Chandraprakash Padiyar | Sanjeev Sharma |
| Total AUM | ₹15627 Cr | ₹39731 Cr |
| Funds Managed | 3 | 22 |
| Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 15.25 | 10.25 |
| Small Cap | 78.14 | 66.74 |
| Mid Cap | 6.61 | 0.49 |
| Large Cap | - | 22.52 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 12.45 | 6.47 |
| Healthcare | 8.98 | 15.38 |
| Basic Materials | 19.39 | 8.55 |
| Consumer Cyclical | 18.03 | 12.49 |
| Financial Services | 4.73 | 19.17 |
| Technology | 4.08 | 2.27 |
| Utilities | 1.05 | 2.36 |
| Real Estate | 4.17 | 2.84 |
| Industrials | 24.88 | 6.72 |
| Consumer Defensive | 2.24 | 4.8 |
| Energy | - | 15.94 |
| Communication Services | - | 3.01 |
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