Tata Small Cap Fund vs Quant Small Cap Fund compare

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tortoise-icon Tata Small Cap Fund-Regular Plan-Growth

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tortoise-icon Quant Small Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Quant Small Cap Fund-Growth
Fund Tata Small Cap Fund-Regular Plan-Growth Quant Small Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7868 Cr ₹22901 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 02 Nov 2018 24 Nov 1996
Category Small Cap Small Cap
Fund Type Close Ended Open-ended
Benchmark NIFTY Smallcap 250 TRI NIFTY SMALLCAP 250 TRI
Turn Over 4.59% %
Expense Ratio 1.72 1.62
Manager Chandraprakash Padiyar Sanjeev Sharma
ISIN Code INF277K015O2 INF966L01AA0
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 Exit load of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Quant Small Cap Fund-Growth
1 Month -2.99% -2.93%
6 Month 12.83% 0.8%
1 Year 35.24% 34.46%
3 Year 23.46% 24.75%
5 Year 31.23% 44.53%

SIP Return Analysis

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Quant Small Cap Fund-Growth
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Quant Small Cap Fund-Growth
1 Year 27.86% 10.41%
3 Year 30.27% 10.27%
5 Year 27.96% 10.08%

Risk Management

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Quant Small Cap Fund-Growth
Standard Deviation 13.28% 18.63%
Sharp 1.35% 1.2%
Beta 0.67% 0.93%
Alpha 5.5% 4.23%

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Fund Managers

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Quant Small Cap Fund-Growth
Name Chandraprakash Padiyar Sanjeev Sharma
Total AUM ₹15627 Cr ₹39731 Cr
Fund Manage 3 22
Tata Small Cap Fund-Regular Plan-Growth Quant Small Cap Fund-Growth

Market Cap

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

Quant Small Cap Fund-Growth

Others 6.71 13.06
Small Cap 91.58 66.27
Mid Cap 1.71 -
Large Cap - 20.6

Sector Allocation

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

Quant Small Cap Fund-Growth

Others 6.57 13.06
Healthcare 7.97 -
Financial 13.46 -
Metals & Mining 8.28 -
Services 13.52 -
Technology 5.24 -
Consumer Staples 7.52 -
Materials 6.51 -
Capital Goods 11.25 -
Construction 4.58 1.52
Chemicals 9.78 -
Automobile 1.54 -
Consumer Discretionary 1.31 -
Textiles 2.47 -
Petroleum Products - 9.63
Food Products - 5.05
Chemicals & Petrochemicals - 1.85
Fertilizers & Agrochemicals - 3.01
Finance - 10.66
Textiles & Apparels - 2.51
Pharmaceuticals & Biotechnology - 9.28
Insurance - 0.28
Electrical Equipment - 0.72
Agricultural Food & other Products - 1.64
Beverages - 0.75
Consumable Fuels - 0.24
Leisure Services - 2.17
Consumer Durables - 0.75
Healthcare Equipment & Supplies - 2.65
Gas - 3.78
Industrial Products - 1.72
Realty - 1.69
Personal Products - 0.19
Industrial Manufacturing - 0.14
Auto Components - 3.31
Entertainment - 3.22
Retailing - 5.74
Capital Markets - 1.63
Telecom - Services - 4.11
Healthcare Services - 1.64
Banks - 3.82
Minerals & Mining - 0.37
Commercial Services & Supplies - 0.02
Power - 2.78

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