Tata Equity PE Fund Regular Plan vs Quant Value Fund Regular compare

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tortoise-icon Tata Equity PE Fund Regular Plan -(Growth Option)

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tortoise-icon Quant Value Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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

Trailing Lumpsum Returns

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% -

SIP Return Analysis

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% -

Rolling Lumpsum Returns

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% -

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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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