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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 Risk Very High Risk
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 -0.46% -6.53%
6 Month -12.89% -20.47%
1 Year 5.29% -4.77%
3 Year 12.28% 17.03%
5 Year 7.46% -

SIP Return Analysis

Scheme Name Tata Quant Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
6 Month - -
1 Year -8.04% -19.33%
3 Year 11.33% 12.48%
5 Year - -

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 13.803% 18.756%
Sharp 0.445% 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
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

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