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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) | ₹11416 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 | 1.73% | 2.56% |
| 6 Month | 15.5% | 15.18% |
| 1 Year | -6.85% | -9.69% |
| 3 Year | 20.02% | 23.1% |
| 5 Year | 30.18% | 34.63% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.41% | 2.89% |
| 1 Year | 5.72% | 5.97% |
| 3 Year | 17.07% | 17.33% |
| 5 Year | 21.35% | 23.26% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 25.17% | 10.28% |
| 3 Year | 28.72% | 10.43% |
| 5 Year | 31.28% | 10.27% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.01% | 18.497% |
| Sharp | 0.86% | 0.792% |
| Beta | 0.77% | 0.929% |
| Alpha | 1.63% | 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 | 12.11 | 8.54 |
| Small Cap | 81.63 | 67.91 |
| Mid Cap | 6.26 | 0.8 |
| Large Cap | - | 22.76 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.62 | 3.95 |
| Healthcare | 9.72 | 14.44 |
| Basic Materials | 19.78 | 9.18 |
| Consumer Cyclical | 18.21 | 13.37 |
| Financial Services | 4.82 | 19.4 |
| Technology | 4.63 | 2.66 |
| Utilities | 0.92 | 3.05 |
| Real Estate | 4.11 | 2.92 |
| Industrials | 25.55 | 6.88 |
| Consumer Defensive | 2.62 | 4.9 |
| Energy | - | 16.22 |
| Communication Services | - | 3.05 |
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