Tata Small Cap Fund vs Quant Small Cap Fund compare
Tata Small Cap Fund Regular Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Fund | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8883 Cr | ₹25183 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 12 Nov 2018 | 30 Oct 1996 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 4.59% | % |
Expense Ratio | 1.7 | 1.6 |
Manager | Chandraprakash Padiyar | Sanjeev Sharma |
ISIN Code | INF277K015O2 | INF966L01AA0 |
Exits Load | Tata Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Month | 6.12% | 7.32% |
6 Month | -16.92% | -14.23% |
1 Year | 7.89% | -2.8% |
3 Year | 19.53% | 18.38% |
5 Year | 33.91% | 47.3% |
SIP Return Analysis
Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | -5.43% | -3.29% |
1 Year | -13.81% | -15.76% |
3 Year | 17.11% | 19.6% |
5 Year | 23.75% | 28.83% |
Rolling Lumpsum Returns
Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 28.19% | 10.46% |
3 Year | 29.82% | 10.33% |
5 Year | 28.63% | 10.13% |
Risk Management
Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 15.861% | 18.497% |
Sharp | 0.793% | 0.792% |
Beta | 0.736% | 0.929% |
Alpha | 3.356% | 1.342% |
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Fund Managers
Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Name | Chandraprakash Padiyar | Sanjeev Sharma |
Total AUM | ₹15627 Cr | ₹39731 Cr |
Funds Managed | 3 | 22 |
Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Tata Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 7.03 | 10.03 |
Small Cap | 84.22 | 63.33 |
Mid Cap | 8.75 | 3.42 |
Large Cap | - | 23.22 |
Sector Allocation
Scheme Name |
Tata Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 8.25 | 9.23 |
Healthcare | 10.59 | 13.56 |
Basic Materials | 18.16 | 8.59 |
Consumer Cyclical | 15.97 | 14.28 |
Financial Services | 8.32 | 15.78 |
Technology | 5.85 | 2.85 |
Real Estate | 3.86 | 1.72 |
Industrials | 24.35 | 4.46 |
Consumer Defensive | 3.84 | 5.01 |
Utilities | 0.82 | 2.37 |
Energy | - | 18.22 |
Communication Services | - | 3.92 |
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