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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 | -2.83% | -4.03% |
| 6 Month | -18.56% | -21.12% |
| 1 Year | 9.41% | -5.57% |
| 3 Year | 20.69% | 19.99% |
| 5 Year | 28.23% | 41.75% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -14.19% | -13.93% |
| 1 Year | -21.54% | -28.06% |
| 3 Year | 14.84% | 15.76% |
| 5 Year | 23.26% | 28.3% |
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 |
| Fund Manage | 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 | 4.71606 | 10.03091 |
| Small Cap | 87.43648 | 63.33382 |
| Mid Cap | 7.84743 | 3.41628 |
| Large Cap | - | 23.21899 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.17308 | 9.2336 |
| Healthcare | 10.90484 | 13.56112 |
| Basic Materials | 18.67055 | 8.59379 |
| Consumer Cyclical | 17.14654 | 14.27726 |
| Financial Services | 8.57292 | 15.7833 |
| Technology | 5.36707 | 2.84616 |
| Real Estate | 4.36032 | 1.7215 |
| Industrials | 24.31027 | 4.45905 |
| Consumer Defensive | 3.64561 | 5.01185 |
| Utilities | 0.84877 | 2.37139 |
| Energy | - | 18.21837 |
| Communication Services | - | 3.92261 |
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