Tata Equity PE Fund Regular Plan vs Quant Value Fund Regular 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 | -1.31% | -1.03% |
| 6 Month | 19.82% | 18.39% |
| 1 Year | 49.79% | 70.58% |
| 3 Year | 23.73% | - |
| 5 Year | 23.1% | - |
| 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 | 1.34% | - |
| Beta | 0.95% | - |
| Alpha | 6.23% | - |
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| Scheme 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 | 19.47 |
| Large Cap | 57.7 | 48.09 |
| Mid Cap | 19.73 | 9.39 |
| Small Cap | 19.81 | 23.06 |
| Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 2.71 | 5.72 |
| Materials | 8.03 | 10.14 |
| Energy | 18.67 | 20.31 |
| Financial | 28.56 | 33.08 |
| Automobile | 7.33 | 2.5 |
| Capital Goods | 6.97 | 0.44 |
| Technology | 4.36 | - |
| Services | 4.01 | 7.42 |
| Healthcare | 2.82 | 7.11 |
| Chemicals | 1.41 | - |
| Communication | 1.45 | - |
| Consumer Staples | 6.13 | 0.44 |
| Construction | 1.56 | 2.68 |
| Textiles | 3.15 | - |
| Metals & Mining | 2.84 | 7.2 |
| Insurance | - | 2.97 |
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