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  • Tata Quant Fund (Growth)
TATA Mutual Fund

Tata Quant Fund (Growth)

EquitySectoral / Thematic - Quant

13.519

NAV (Feb 23)

7.7%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.519

NAV (Feb 23)

Fund Returns

Last 1Y
30.5%
Last 3Y
11.1%
Last 5Y
NA
Last 10Y
NA
Since Inception
7.7%
6 Month CAGR
11.6%

Scheme Information

Investment Objective

The investment objective of the scheme is to generate medium to long-term capital appreciation by investing in equity and equity related instruments selected based on a quantitative model (Quant Model). However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

Expense Ratio
2.28
Launched (4y ago)
Jan 28, 2020
AUM in Crores
55.352
ISIN
INF277K016Y9
Lock-in
No Lock-in
Benchmark
S&P BSE 200 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.5
Standard Deviation (5yr)
0
Beta (3yr)
0.76
Beta (5yr)
0
Sharpe Ratio (3yr)
0.674
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Sailesh Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Quant Fund (Growth)70%9,62,096 2,29,48411.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-02-23

Top Stock Holdings

kotak mahindra bank ltd

9.5%
9.5%

bajaj finance ltd

9.3%
9.3%

maruti suzuki india ltd

9.2%
9.2%

icici bank ltd

8.7%
8.7%

asian paints ltd

7.8%
7.8%
See all holdings

Allocation by Sector

financial services

48.2%
48.2%

basic materials

11.2%
11.2%

consumer cyclical

10%
10%

technology

9.1%
9.1%

industrials

5.9%
5.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 16,033 cr

₹ 13,846 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 147,708 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 71 equity,114 debt and 17 hybrid funds.amc-img
022-66578282
service@tataamc.com
Fund NameScripbox Opinion
Till Date CAGR

12.7%

13.1%

21.3%

18.2%

19.2%

16.5%

32.4%

15.6%

21.3%

18.1%

Tata Quant Fund (G) Review

Tata Quant Fund (G) is a Sectoral / Thematic - Quant Equity fund and has delivered an annualised return of 7.7% over a period of 4 years. The fund is managed by Tata Asset Management Limited. The fund manager’s name is Sailesh Jain.

Nav of Tata Quant Fund (G) as of 2/23/2024 is ₹13.52 with the total AUM as of 2/25/2024 is ₹55.352. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Quant Fund (G) was launched on Jan 28, 2020. The category risk of the fund is Very High Risk.

The minimum SIP amount for Tata Quant Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Tata Quant Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 200 India TR INR.

Tata Quant Fund (G) is rated as a 0 fund in Equity and delivered 30.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Quant Fund (G).

Frequently Asked Questions

What is Tata Quant Fund (G)?

Tata Quant Fund (G) is a Sectoral / Thematic - Quant Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Tata Quant Fund (G)?

You can invest in Tata Quant Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Tata Quant Fund (G)?

The minimum sip amount for Tata Quant Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Tata Quant Fund (G) good to invest in?

As per Scripbox experts, Tata Quant Fund (G) is a Not Reviewed Yet fund. You can investTata Quant Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Tata Quant Fund (G)?

The expense ratio of the Tata Quant Fund (G) is 2.28% for regular plan.