Tata Quant Fund vs Quant ESG Equity Fund Regular compare

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tortoise-icon Tata Quant Fund-Regular Plan-Growth

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tortoise-icon Quant ESG Equity 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 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 2.48% 1.32%
6 Month 23.86% 20.8%
1 Year 35.04% 54.41%
3 Year 16.51% 30.36%
5 Year - -

SIP Return Analysis

Scheme Name Tata Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
6 Month - -
1 Year 13.63% 21.9%
3 Year 32.14% 53.64%
5 Year 45% 74.14%

Rolling Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
1 Year 16.47% 28.13%
3 Year 39.47% 69.46%
5 Year 51% 75.54%

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%

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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 13.46
Mid Cap 50.3 10.01
Large Cap 42.64 54.11
Small Cap - 22.4

Sector Allocation

Scheme Name

Tata Quant Fund-Regular Plan-Growth

Quant ESG Equity Fund Regular - Growth

Others 2.91 -2.96
Materials 1.22 0.43
Healthcare 17.39 16.19
Financial 13.42 18.3
Communication 13.41 -
Insurance 8.53 4.95
Consumer Discretionary 0.48 -
Consumer Staples 6.72 13.5
Capital Goods 0.27 -
Chemicals 8.88 -
Services 16.01 17.06
Automobile 5.76 -
Construction 3.57 -
Technology 0.81 7.98
Textiles 0.62 -
Energy - 24.53

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