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) ₹68 Cr ₹309 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 27 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 2.39 2.39
Manager Sailesh Jain Sanjeev Sharma
ISIN Code INF277K016Y9 INF966L01AB8
Exits Load Tata Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Quant ESG Equity 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 Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
1 Month 0.29% -3.39%
6 Month 0.51% -5.18%
1 Year 12.14% 18.08%
3 Year 14.22% 19.39%
5 Year - -

SIP Return Analysis

Scheme Name Tata Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
6 Month - -
1 Year 7.57% -0.43%
3 Year 17.31% 20.39%
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 8.31 9.98
Mid Cap 23.75 5.88
Large Cap 68.07 55.99
Small Cap - 28.14

Sector Allocation

Scheme Name

Tata Quant Fund-Regular Plan-Growth

Quant ESG Equity Fund Regular - Growth

Others 8.31 9.98
Industrial Products 5.85 -
Cement & Cement Products 15.83 -
Construction 2.43 -
Finance 9.89 11.77
Consumer Durables 2.61 -
Petroleum Products 7.53 9.32
Pharmaceuticals & Biotechnology 4.67 11.59
Aerospace & Defense 0.9 -
Transport Services 4.29 -
Oil 2.71 -
Banks 2.48 -
Food Products 5.22 21.03
Chemicals & Petrochemicals 8.1 -
Diversified 2.61 -
Automobiles 5.02 -
Realty 5.15 -
Transport Infrastructure 4.91 -
Auto Components 1.62 -
Insurance - 16.89
Agricultural Food & other Products - 5
Telecom - Services - 4.71
IT - Software - 0.88
Retailing - 7.83
Commercial Services & Supplies - 0.99

Top Comparisons

SBI Corporate Bond Fund - Regular Plan - Growth SBI Corporate Bond Fund - Regular Plan - Growth

3Y Returns5.82%

VS

Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan

3Y Returns6.5%

Compare Now

HDFC Corporate Bond Fund - Growth Option HDFC Corporate Bond Fund - Growth Option

3Y Returns6.15%

VS

Sundaram Corporate Bond Fund Regular Plan- Growth Sundaram Corporate Bond Fund Regular Plan- Growth

3Y Returns5.85%

Compare Now

Bandhan Financial Services Fund - Regular (G) Bandhan Financial Services Fund - Regular (G)

3Y Returns0%

VS

Quant BFSI Fund Regular - Growth Quant BFSI Fund Regular - Growth

3Y Returns0%

Compare Now

HDFC Balanced Advantage Fund - Growth Plan HDFC Balanced Advantage Fund - Growth Plan

3Y Returns22.12%

VS

Axis Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

3Y Returns12.26%

Compare Now
Request call back
Add to Cart Successfully