Tata Small Cap Fund vs Quant Small Cap Fund compare

Tata Small Cap Fund vs Quant Small Cap Fund compare

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Tata Small Cap Fund Regular Growth

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Quant Small Cap 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 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	Average	Very High
Asset Size (Cr)	₹11410 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	-4.67%	-3.1%
6 Month	-8.35%	-0.86%
1 Year	-15.54%	-6.85%
3 Year	14.66%	19.9%
5 Year	23.82%	29.52%

SIP Return Analysis

Scheme Name	Tata Small Cap Fund Regular Growth	Quant Small Cap Fund Regular Growth
6 Month	-7.64%	-1.76%
1 Year	-7.56%	6.18%
3 Year	7.43%	12.56%
5 Year	14.5%	19.12%

Rolling Lumpsum Returns

Scheme Name	Tata Small Cap Fund Regular Growth	Quant Small Cap Fund Regular Growth
1 Year	21.92%	9.81%
3 Year	28.24%	10.55%
5 Year	29.97%	10.65%

Risk Management

Scheme Name	Tata Small Cap Fund Regular Growth	Quant Small Cap Fund Regular Growth
Standard Deviation	16.32%	18.497%
Sharp	0.59%	0.792%
Beta	0.77%	0.929%
Alpha	-1.52%	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	18.19	17.59
Small Cap	74.45	61.77
Mid Cap	7.36	0.48
Large Cap	-	20.16

Sector Allocation

Scheme Name	Tata Small Cap Fund Regular Growth	Quant Small Cap Fund Regular Growth
Others	12.98	10.33
Industrials	25.91	6.83
Healthcare	5.46	13.88
Basic Materials	18.09	7.7
Consumer Cyclical	17.84	12.17
Financial Services	5.66	17.45
Technology	6.66	2.42
Utilities	1.2	3.13
Real Estate	4.44	2.48
Consumer Defensive	1.77	4.24
Energy	-	16.52
Communication Services	-	2.86

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