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 3.8% 1.5%
6 Month 27.62% 17.99%
1 Year 48.69% 56.18%
3 Year 28.4% 32.65%
5 Year 34.43% 49.46%

SIP Return Analysis

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Quant Small Cap Fund-Growth
6 Month - -
1 Year 17.89% 24.73%
3 Year 50.59% 68.93%
5 Year 124.15% 208.85%

Rolling Lumpsum Returns

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Quant Small Cap Fund-Growth
1 Year 34.72% 53.72%
3 Year 93.09% 137.8%
5 Year 137.56% 222.2%

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 9.51
Small Cap 91.58 65.91
Mid Cap 1.71 -
Large Cap - 24.56

Sector Allocation

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

Quant Small Cap Fund-Growth

Others 6.57 2.66
Healthcare 7.97 7.32
Financial 13.46 24.78
Metals & Mining 8.28 5.89
Services 13.52 11.05
Technology 5.24 1.78
Consumer Staples 7.52 6.04
Materials 6.51 0.96
Capital Goods 11.25 4.29
Construction 4.58 8.84
Chemicals 9.78 2.75
Automobile 1.54 1.79
Consumer Discretionary 1.31 -
Textiles 2.47 3.26
Energy - 13.24
Communication - 3.64
Insurance - 1.69

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