- Mutual Funds
- TATA Mutual Fund
- Tata Quant Fund (Growth)
Tata Quant Fund (Growth)
₹ 15.7841
NAV (Jul 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.7841
NAV (Jul 25)
Fund Returns
Last 1Y | 35.4% |
Last 3Y | 13.4% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 10.7% |
6 Month CAGR | 19.5% |
Scheme Information
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 | 2.38 |
Launched (4y ago) | Jan 28, 2020 |
AUM in Crores | 63.286 |
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) | 0.74 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.625 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Quant Fund (Growth) | 10,18,231 | 2,85,619 | 13.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
biocon ltd
9.6%interglobe aviation ltd
9%sbi life insurance company limited
6.4%solar industries india ltd
5.8%lic housing finance ltd
5.5%Allocation by Sector
financial services
22.3%healthcare
17.2%consumer cyclical
13.7%communication services
13.3%basic materials
10.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,459 cr | ||
₹ 16,283 cr | ||
₹ 24,345 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.9% | 13.4% | ||
26.6% | 27.8% | ||
17.7% | 19.1% | ||
6.1% | 6.7% | ||
5.4% | 4.8% |
Tata Quant Fund (G) Review
Tata Quant Fund (G) is a Sectoral / Thematic - Quant Equity fund and has delivered an annualised return of 10.6% 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 7/25/2024 is ₹15.78 with the total AUM as of 7/26/2024 is ₹63.286. 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 34.8% 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)?
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 2.38% for regular plan.