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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
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) | ₹8068 Cr | ₹1776 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 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 | 1.79 | 1.99 |
| Manager | Amey Sathe | Sanjeev Sharma |
| ISIN Code | INF277K01451 | INF966L01AQ6 |
| Exits Load | Tata Equity PE Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Month | 7.65% | 6.99% |
| 6 Month | -10.32% | -12.71% |
| 1 Year | 5.63% | -6.4% |
| 3 Year | 18.09% | 18.04% |
| 5 Year | 24.96% | - |
SIP Return Analysis
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
|---|---|---|
| 6 Month | -1.05% | -3.15% |
| 1 Year | -8.83% | -17.45% |
| 3 Year | 17.9% | 19.07% |
| 5 Year | 19.22% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.28% | 30.49% |
| 3 Year | 16.64% | 24.4% |
| 5 Year | 14.99% | - |
Risk Management
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Quant Value Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.45% | 20.002% |
| Sharp | 0.71% | 0.772% |
| Beta | 0.98% | 1.258% |
| Alpha | 3.78% | 5.32% |
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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 |
| Funds Managed | 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 | 13.21 | 13.11 |
| Large Cap | 52.87 | 51.08 |
| Mid Cap | 12.71 | 6.9 |
| Small Cap | 21.21 | 28.92 |
Sector Allocation
| Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
Quant Value Fund Regular - Growth |
|---|---|---|
| Others | 9.72 | 13.11 |
| Technology | 7.07 | 1.74 |
| Basic Materials | 3.94 | 9.82 |
| Energy | 9.89 | 10.14 |
| Consumer Cyclical | 10.42 | 4.87 |
| Financial Services | 35.86 | 26.31 |
| Healthcare | 5.18 | 4.06 |
| Communication Services | 4.54 | 2.03 |
| Consumer Defensive | 6.83 | 12.07 |
| Industrials | 0.38 | 7.68 |
| Utilities | 6.17 | 8.17 |
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