Quant Value Fund Regular vs Tata Equity PE Fund Regular Plan compare
Tata Equity PE Fund Regular Plan -(Growth Option)
Quant Value Fund Regular - Growth
Chart Comparison
Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
---|---|---|
Fund | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8485 Cr | ₹1901 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Jun 2004 | 30 Nov 2021 |
Category | Value | Value |
Fund Type | Open Ended | Open-ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 48.01% | % |
Expense Ratio | 1.78 | 2.01 |
Manager | Amey Sathe | Sanjeev Sharma |
ISIN Code | INF277K01451 | INF966L01AQ6 |
Exits Load | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 | Exit load of 1%, if redeemed within 15 days./365 |
Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
---|---|---|
1 Month | 6.47% | -1.03% |
6 Month | 22.56% | 18.39% |
1 Year | 51.56% | 70.58% |
3 Year | 24.88% | - |
5 Year | 24.36% | - |
Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | 21.72% | 31.27% |
3 Year | 52.97% | 67.4% |
5 Year | 90.67% | 67.4% |
Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
---|---|---|
1 Year | 24.2% | 33.98% |
3 Year | 66.59% | 72.6% |
5 Year | 99.69% | 72.6% |
Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.45% | 21.18% |
Sharp | 1.44% | - |
Beta | 0.94% | - |
Alpha | 5.86% | - |
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Get Free Experts GuidanceScheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
---|---|---|
Name | Amey Sathe | Sanjeev Sharma |
Total AUM | ₹11910 Cr | ₹39731 Cr |
Fund Manage | 4 | 22 |
Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
Quant Value Fund Regular - Growth |
---|---|---|
Large Cap | 57.7 | 48.09 |
Small Cap | 19.81 | 23.06 |
Others | 2.76 | 19.47 |
Mid Cap | 19.73 | 9.39 |
Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
Quant Value Fund Regular - Growth |
---|---|---|
Financial | 28.56 | 33.08 |
Energy | 18.67 | 20.31 |
Materials | 8.03 | 10.14 |
Capital Goods | 6.97 | 0.44 |
Consumer Staples | 6.13 | 0.44 |
Technology | 4.36 | - |
Textiles | 3.15 | - |
Automobile | 7.33 | 2.5 |
Others | 2.71 | 5.72 |
Services | 4.01 | 7.42 |
Healthcare | 2.82 | 7.11 |
Communication | 1.45 | - |
Metals & Mining | 2.84 | 7.2 |
Chemicals | 1.41 | - |
Construction | 1.56 | 2.68 |
Insurance | - | 2.97 |
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