Tata Quant Fund-Regular Plan-Growth
Category: Equity: Thematic-Quantitative
Launch Date: 22-01-2020
AUM:
₹ 57.67 Cr
Expense Ratio
2.38%
Benchmark
S&P BSE 200 TRI
ISIN
INF277K016Y9
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Sailesh Jain
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Tata Quant Fund-Regular Plan-Growth | 26.07 | 11.8 | - |
| S&P BSE 200 TRI | 31.55 | 18.4 | 18.43 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
13.9141
Last change
0.07 (0.4952%)
Fund Size (AUM)
₹ 57.67 Cr
Performance
7.97% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate medium to long-term capital appreciation by investing in equity and equity related instruments selected based on a quantitative model (Quant Model).
Fund Manager
Sailesh Jain
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Interglobe Aviation Ltd. | 9.28 |
| Biocon Ltd. | 8.94 |
| SBI Life Insurance Company Ltd. | 6.81 |
| Solar Industries India Ltd. | 5.72 |
| Bharti Airtel Ltd. | 5.27 |
| Bajaj Finance Ltd. | 5.26 |
| Cipla Ltd. | 5.08 |
| LIC Housing Finance Ltd. | 5.06 |
| Indus Towers Ltd. | 5.02 |
| Zomato Ltd. | 4.45 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Healthcare | 17.02 |
| Services | 15.92 |
| Financial | 14.17 |
| Communication | 12.92 |
| Chemicals | 8.92 |
| Insurance | 8.88 |
| Consumer Staples | 7.25 |
| Automobile | 5.27 |
| Construction | 3.41 |
| Others | 2.84 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Tata Quant Fund Reg Gr | 0.0 |
| quant Quantamental Fund Reg Gr | 0.0 |
| 360 One Quant Fund Reg Gr | 0.0 |
| Nippon India Quant Fund Gr Gr | 20.25 |
| Axis Quant Fund Reg Gr | 0.0 |
| ICICI Pru Quant Fund Gr | 0.0 |
| DSP Quant Fund Reg Gr | 0.0 |