TATA Mutual Fund

Tata Quant Fund (G)

₹ 14.13

NAV (Mar 21)

14.306%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information

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).

Expense Ratio
2.42 %
Launched 5Y ago
2020-01-22
AUM in Crores
61.7
ISIN
INF277K016Y9
Lock-in (days)
No Lock-in
Benchmark
BSE 200 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
14.2
Beta
0.9
Sharpe Ratio
0.4
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-25

Top Stock Holdings

Grasim Industries Ltd.

8.02%
8.02%

Page Industries Ltd.

7.21%
7.21%

Maruti Suzuki India Ltd.

6.97%
6.97%

Pidilite Industries Ltd.

6.8%
6.8%

Eicher Motors Ltd.

6.75%
6.75%
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Allocation by Sector

Financial

26.29%
26.29%

Technology

18.74%
18.74%

Metals & Mining

11.11%
11.11%

Services

9.34%
9.34%

Healthcare

7.47%
7.47%
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comparison

Comparison with Equity Funds

Tata Quant Fund (G) Review

Tata Quant Fund (G) is a Sectoral / Thematic Equity fund and has delivered an annualised return of 6.93% over 5 years. The fund has grown over a period of 5 years. The fund is managed by Tata Mutual Fund. The fund manager’s name is Sailesh Jain.

Nav of Tata Quant Fund (G) as of 3/21/2025 is ₹14.13 with the total AUM as of 5/1/2025 is ₹61.7. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Quant Fund (G) was launched on 2020-01-22. The category risk of the fund is Very High.

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 BSE 200 Total Return Index.

Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Quant Fund (G).

Frequently Asked Questions

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