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Quant Small Cap Fund vs Tata 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) | ₹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 Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 8.78% | 7.14% |
| 6 Month | -16.74% | -18.62% |
| 1 Year | 9.71% | -3.47% |
| 3 Year | 21.12% | 19.46% |
| 5 Year | 36.49% | 49.83% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -10.82% | -10.73% |
| 1 Year | -15.99% | -22.67% |
| 3 Year | 17.11% | 18.19% |
| 5 Year | 24.2% | 28.97% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular 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 Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.861% | 18.497% |
| Sharp | 0.793% | 0.792% |
| Beta | 0.736% | 0.929% |
| Alpha | 3.356% | 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 | 4.72 | 10.03 |
| Small Cap | 87.44 | 63.33 |
| Mid Cap | 7.85 | 3.42 |
| Large Cap | - | 23.22 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.17 | 9.23 |
| Healthcare | 10.9 | 13.56 |
| Basic Materials | 18.67 | 8.59 |
| Consumer Cyclical | 17.15 | 14.28 |
| Financial Services | 8.57 | 15.78 |
| Technology | 5.37 | 2.85 |
| Real Estate | 4.36 | 1.72 |
| Industrials | 24.31 | 4.46 |
| Consumer Defensive | 3.65 | 5.01 |
| Utilities | 0.85 | 2.37 |
| Energy | - | 18.22 |
| Communication Services | - | 3.92 |
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