Tata Quant Fund vs Quant ESG Equity Fund Regular compare

Link copied to clipboard!

tortoise-icon Tata Quant Fund-Regular Plan-Growth

Invest Now

tortoise-icon Quant ESG Equity Fund Regular - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Tata Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
Fund Tata Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹63 Cr ₹278 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 22 Jan 2020 05 Nov 2020
Category Other Themes Other Themes
Fund Type Open Ended Open-ended
Benchmark BSE 200 NIFTY 100 ESG TRI
Turn Over 349.61% %
Expense Ratio 2.38 2.39
Manager Sailesh Jain Sanjeev Sharma
ISIN Code INF277K016Y9 INF966L01AB8
Exits Load For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
1 Month -8.17% -8.08%
6 Month 4.01% 3.92%
1 Year 16.35% 29.88%
3 Year 11.29% 20.03%
5 Year - -

SIP Return Analysis

Scheme Name Tata Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
6 Month - -
1 Year 16.8% 15.38%
3 Year 19.74% 25.4%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
1 Year 19.71% 25.14%
3 Year 13.98% 30.59%
5 Year - -

Risk Management

Scheme Name Tata Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
Standard Deviation 11.53% 17.3%
Sharp 0.68% 1.25%
Beta 0.8% 0.94%
Alpha -0.77% 12.45%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
Name Sailesh Jain Sanjeev Sharma
Total AUM ₹17041 Cr ₹39731 Cr
Fund Manage 7 22
Tata Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth

Market Cap

Scheme Name

Tata Quant Fund-Regular Plan-Growth

Quant ESG Equity Fund Regular - Growth

Others 7.06 9.98
Mid Cap 50.3 5.88
Large Cap 42.64 55.99
Small Cap - 28.14

Sector Allocation

Scheme Name

Tata Quant Fund-Regular Plan-Growth

Quant ESG Equity Fund Regular - Growth

Others 2.91 9.98
Materials 1.22 -
Healthcare 17.39 -
Financial 13.42 -
Communication 13.41 -
Insurance 8.53 16.89
Consumer Discretionary 0.48 -
Consumer Staples 6.72 -
Capital Goods 0.27 -
Chemicals 8.88 -
Services 16.01 -
Automobile 5.76 -
Construction 3.57 -
Technology 0.81 -
Textiles 0.62 -
Petroleum Products - 9.32
Pharmaceuticals & Biotechnology - 11.59
Agricultural Food & other Products - 5
Food Products - 21.03
Finance - 11.77
Telecom - Services - 4.71
IT - Software - 0.88
Retailing - 7.83
Commercial Services & Supplies - 0.99

Top Comparisons

Kotak Consumption Fund - Regular (G) Kotak Consumption Fund - Regular (G)

3Y Returns0%

VS

HSBC Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)

3Y Returns0%

Compare Now

BANDHAN Credit Risk Fund - Regular Plan Growth BANDHAN Credit Risk Fund - Regular Plan Growth

3Y Returns5.2%

VS

Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option

3Y Returns6.55%

Compare Now

Invesco India Liquid Fund - Bonus Option Invesco India Liquid Fund - Bonus Option

3Y Returns6.29%

VS

360 ONE Liquid Fund Regular-Growth 360 ONE Liquid Fund Regular-Growth

3Y Returns6.12%

Compare Now

Nippon India Nivesh Lakshya Fund- Growth Option Nippon India Nivesh Lakshya Fund- Growth Option

3Y Returns6.47%

VS

Axis Long Duration Fund - Regular Plan - Growth Axis Long Duration Fund - Regular Plan - Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully