Tata Quant Fund vs Quant Quantamental Fund Regular compare

Overview

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant Quantamental Fund Regular - Growth
Fund	Tata Quant Fund-Regular Plan-Growth	Quant Quantamental Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹68 Cr	₹2428 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	27 Jan 2020	20 Apr 2021
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	BSE 200	NIFTY 200 TRI
Turn Over	349.61%	%
Expense Ratio	2.39	1.96
Manager	Sailesh Jain	Sanjeev Sharma
ISIN Code	INF277K016Y9	INF966L01AH5
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 Quantamental Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant Quantamental Fund Regular - Growth
1 Month	0.29%	-1.62%
6 Month	0.51%	-11.04%
1 Year	12.14%	16.95%
3 Year	14.22%	25.51%
5 Year	-	-

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant Quantamental Fund Regular - Growth
6 Month	-	-
1 Year	7.57%	-5.58%
3 Year	17.31%	24.7%
5 Year	-	-

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant Quantamental Fund Regular - Growth
1 Year	19.71%	28.68%
3 Year	13.98%	32.4%
5 Year	-	-

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant Quantamental Fund Regular - Growth
Standard Deviation	11.53%	15.62%
Sharp	0.68%	1.52%
Beta	0.8%	0.88%
Alpha	-0.77%	12.52%

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant Quantamental 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 Quantamental Fund Regular - Growth

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant Quantamental Fund Regular - Growth
Others	8.31	17.86
Mid Cap	23.75	2.86
Large Cap	68.07	69.79
Small Cap	-	9.5

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant Quantamental Fund Regular - Growth
Others	8.31	17.86
Industrial Products	5.85	-
Cement & Cement Products	15.83	1.02
Construction	2.43	8.33
Finance	9.89	13.99
Consumer Durables	2.61	-
Petroleum Products	7.53	8.87
Pharmaceuticals & Biotechnology	4.67	4.72
Aerospace & Defense	0.9	-
Transport Services	4.29	-
Oil	2.71	-
Banks	2.48	-
Food Products	5.22	5.51
Chemicals & Petrochemicals	8.1	-
Diversified	2.61	-
Automobiles	5.02	-
Realty	5.15	-
Transport Infrastructure	4.91	-
Auto Components	1.62	3.96
Diversified FMCG	-	14.4
Insurance	-	11.99
Entertainment	-	0.92
Power	-	7.3
Beverages	-	1.14