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Tata Quant Fund vs Quant ESG Equity Fund Regular compare
Tata Quant Fund-Regular Plan-Growth
Quant ESG Equity Fund Regular - Growth
Chart Comparison
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) | ₹66 Cr | ₹288 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 | 2.4 | 2.42 |
| 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 | -100% | 5.25% |
| 6 Month | -100% | -19.75% |
| 1 Year | -100% | -3.89% |
| 3 Year | -100% | 12.66% |
| 5 Year | -100% | - |
SIP Return Analysis
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 6 Month | -4.23% | -9.38% |
| 1 Year | -11.46% | -21.73% |
| 3 Year | 10.52% | 11.48% |
| 5 Year | 11.18% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Year | 18.99% | 24.8% |
| 3 Year | 13.85% | 29.82% |
| 5 Year | 7.67% | - |
Risk Management
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.21% | 18.756% |
| Sharp | 0.361% | 0.643% |
| Beta | - | 1.112% |
| Alpha | - | 6.426% |
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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 |
| Funds Managed | 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 | 5.33 | 13.27 |
| Large Cap | 49.88 | 45.01 |
| Mid Cap | 44.78 | 21.29 |
| Small Cap | 0 | 20.43 |
Sector Allocation
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Others | 5.33 | 13.27 |
| Industrials | 4.39 | - |
| Basic Materials | 15.9 | - |
| Financial Services | 30.17 | 32.57 |
| Energy | 0.84 | 9.56 |
| Consumer Cyclical | 4.18 | 6.97 |
| Healthcare | 8.14 | 19.88 |
| Technology | 19.92 | 3.22 |
| Utilities | 6.67 | 5.74 |
| Consumer Defensive | 0 | 8.79 |
| Communication Services | 4.46 | - |
| Real Estate | 0 | - |
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