Tata Equity PE Fund Regular Plan vs Quant Value Fund Regular compare
Tata Equity PE Fund Regular Plan -(Growth Option)
Invest NowQuant Value Fund Regular - Growth
Invest NowChart 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 | -6.43% | -5.69% |
6 Month | 5.36% | -1.81% |
1 Year | 33.36% | 41.39% |
3 Year | 19.47% | - |
5 Year | 20.15% | - |
Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | 23.37% | 16.32% |
3 Year | 28.91% | - |
5 Year | 25.91% | - |
Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
---|---|---|
1 Year | 17.13% | 31.58% |
3 Year | 16.47% | - |
5 Year | 14.86% | - |
Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.45% | 21.18% |
Sharp | 1.03% | - |
Beta | 0.96% | - |
Alpha | 5.16% | - |
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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 |
---|---|---|
Others | 2.76 | 17.33 |
Large Cap | 57.7 | 47.28 |
Mid Cap | 19.73 | - |
Small Cap | 19.81 | 35.4 |
Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
Quant Value Fund Regular - Growth |
---|---|---|
Others | 2.71 | 17.33 |
Materials | 8.03 | - |
Energy | 18.67 | - |
Financial | 28.56 | - |
Automobile | 7.33 | - |
Capital Goods | 6.97 | - |
Technology | 4.36 | - |
Services | 4.01 | - |
Healthcare | 2.82 | 2.63 |
Chemicals | 1.41 | - |
Communication | 1.45 | - |
Consumer Staples | 6.13 | - |
Construction | 1.56 | 2.46 |
Textiles | 3.15 | - |
Metals & Mining | 2.84 | - |
Petroleum Products | - | 9.07 |
Chemicals & Petrochemicals | - | 4.25 |
Auto Components | - | 1.4 |
Insurance | - | 11.23 |
Pharmaceuticals & Biotechnology | - | 0.95 |
Finance | - | 12.68 |
Diversified FMCG | - | 9.36 |
Power | - | 7.63 |
Cement & Cement Products | - | 4.67 |
Entertainment | - | 2.27 |
Telecom - Services | - | 2.47 |
Gas | - | 0.36 |
Retailing | - | 2.95 |
Leisure Services | - | 1.07 |
IT - Software | - | 4.09 |
Personal Products | - | 3.14 |
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