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) | ₹11164 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 | 1.59% | 1.57% |
6 Month | 2.9% | 3.69% |
1 Year | 1.74% | -4.93% |
3 Year | 26.22% | 29.82% |
5 Year | 33.7% | 43.6% |
SIP Return Analysis
Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 12.13% | 11.31% |
1 Year | 9.05% | 7.85% |
3 Year | 21.39% | 22.15% |
5 Year | 24.72% | 27.14% |
Rolling Lumpsum Returns
Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 26.47% | 10.37% |
3 Year | 29.12% | 10.4% |
5 Year | 29.64% | 10.21% |
Risk Management
Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 16.16% | 18.497% |
Sharp | 1.19% | 0.792% |
Beta | 0.77% | 0.929% |
Alpha | 1.64% | 1.342% |
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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 | 10.04 | 11.46 |
Small Cap | 82.33 | 65.66 |
Mid Cap | 7.63 | 0.98 |
Large Cap | - | 21.9 |
Sector Allocation
Scheme Name |
Tata Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 9.96 | 10.3 |
Healthcare | 9.5 | 13.96 |
Basic Materials | 19.19 | 8.94 |
Consumer Cyclical | 16.26 | 12.63 |
Financial Services | 8.31 | 15.17 |
Technology | 4.34 | 3.15 |
Utilities | 0.96 | 2.18 |
Real Estate | 3.44 | 1.51 |
Industrials | 24.46 | 6.79 |
Consumer Defensive | 3.58 | 5 |
Energy | - | 16.87 |
Communication Services | - | 3.49 |
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