Quant Small Cap Fund vs Tata Small Cap Fund compare
Tata Small Cap Fund-Regular Plan-Growth
Quant Small Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | Quant Small Cap Fund-Growth |
---|---|---|
Fund | Tata Small Cap Fund-Regular Plan-Growth | Quant Small Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹8883 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 Plan-Growth | Quant Small Cap Fund-Growth |
---|---|---|
1 Month | -9.95% | -9.11% |
6 Month | -14.83% | -18.89% |
1 Year | 6.46% | -5.53% |
3 Year | 20.36% | 21.2% |
5 Year | 26.26% | 38.09% |
SIP Return Analysis
Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | Quant Small Cap Fund-Growth |
---|---|---|
6 Month | - | - |
1 Year | -13.46% | -21.53% |
3 Year | 17.38% | 18.64% |
5 Year | 25.18% | 31.53% |
Rolling Lumpsum Returns
Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | Quant Small Cap Fund-Growth |
---|---|---|
1 Year | 28.19% | 10.46% |
3 Year | 29.82% | 10.33% |
5 Year | 28.63% | 10.13% |
Risk Management
Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | Quant Small Cap Fund-Growth |
---|---|---|
Standard Deviation | 15.464% | 18.497% |
Sharp | 0.858% | 0.792% |
Beta | 0.755% | 0.929% |
Alpha | 2.46% | 1.342% |
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Fund Managers
Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | Quant Small Cap Fund-Growth |
---|---|---|
Name | Chandraprakash Padiyar | Sanjeev Sharma |
Total AUM | ₹15627 Cr | ₹39731 Cr |
Fund Manage | 3 | 22 |
Tata Small Cap Fund-Regular Plan-Growth | Quant Small Cap Fund-Growth |
Market Cap
Scheme Name |
Tata Small Cap Fund-Regular Plan-Growth |
Quant Small Cap Fund-Growth |
---|---|---|
Others | 7.66 | 13.06 |
Small Cap | 84.36 | 66.27 |
Mid Cap | 7.98 | - |
Large Cap | - | 20.6 |
Sector Allocation
Scheme Name |
Tata Small Cap Fund-Regular Plan-Growth |
Quant Small Cap Fund-Growth |
---|---|---|
Others | 7.66 | 13.06 |
Pharmaceuticals & Biotechnology | 5.08 | 9.28 |
Industrial Products | 16.54 | 1.72 |
Leisure Services | 3.28 | 2.17 |
Healthcare Services | 4.07 | 1.64 |
Banks | 4.78 | 3.82 |
Capital Markets | 4.13 | 1.63 |
IT - Software | 2.22 | - |
Power | 0.1 | 2.78 |
Consumer Durables | 4.02 | 0.75 |
IT - Hardware | 1.77 | - |
Transport Services | 2.04 | - |
Household Products | 0.75 | - |
Agricultural Food & other Products | 1.76 | 1.64 |
Auto Components | 4.17 | 3.31 |
Diversified | 3.31 | - |
Realty | 4.93 | 1.69 |
Chemicals & Petrochemicals | 9.99 | 1.85 |
Retailing | 1.02 | 5.74 |
Transport Infrastructure | 2.26 | - |
Fertilizers & Agrochemicals | 1 | 3.01 |
Other Construction Materials | 0.59 | - |
Commercial Services & Supplies | 5.86 | 0.02 |
Industrial Manufacturing | 2.04 | 0.14 |
Textiles & Apparels | 2.34 | 2.51 |
Ferrous Metals | 1.36 | - |
Beverages | 2.93 | 0.75 |
Petroleum Products | - | 9.63 |
Food Products | - | 5.05 |
Finance | - | 10.66 |
Construction | - | 1.52 |
Insurance | - | 0.28 |
Electrical Equipment | - | 0.72 |
Consumable Fuels | - | 0.24 |
Healthcare Equipment & Supplies | - | 2.65 |
Gas | - | 3.78 |
Personal Products | - | 0.19 |
Entertainment | - | 3.22 |
Telecom - Services | - | 4.11 |
Minerals & Mining | - | 0.37 |
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