- Mutual Funds
- TATA Mutual Fund
- Tata Quant Fund of (PIDCW-A)
Formerly Tata Quant Reg DP
Tata Quant Fund of (PIDCW-A)
₹ 13.7044
NAV (Apr 22)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.7044
NAV (Apr 22)
Fund Returns
Last 1Y | 30.7% |
Last 3Y | 11.7% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 7.7% |
6 Month CAGR | 9.1% |
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 | 55.901 |
ISIN | INF277K018Y5 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 200 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 11.6 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.73 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.557 |
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 of (PIDCW-A) | 9,77,005 | 2,44,393 | 11.7% | |
| 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
maruti suzuki india ltd
11.2%bajaj finance ltd
9.7%kotak mahindra bank ltd
9.2%icici bank ltd
9.1%asian paints ltd
7.4%Allocation by Sector
financial services
48%consumer cyclical
12.2%basic materials
10.9%technology
8.6%industrials
6.3%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 14,075 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13% | 12.8% | ||
31.8% | 25.6% | ||
20.9% | 18.3% | ||
5.8% | 6.7% | ||
18.6% | 19.4% |
Tata Quant Fund of (PIDCW-A) Review
Tata Quant Fund of (PIDCW-A) is a Sectoral / Thematic - Quant Equity fund and has delivered an annualised return of 7.7% over a period of 4 years. The fund was previously known as Tata Quant Reg DP. The fund is managed by Tata Asset Management Limited. The fund manager’s name is Sailesh Jain.
Nav of Tata Quant Fund of (PIDCW-A) as of 4/22/2024 is ₹13.70 with the total AUM as of 4/23/2024 is ₹55.901. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Quant Fund of (PIDCW-A) was launched on Jan 28, 2020. The category risk of the fund is Very High Risk.
The minimum SIP amount for Tata Quant Fund of (PIDCW-A) 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 of (PIDCW-A) 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 of (PIDCW-A) is rated as a 0 fund in Equity and delivered 30.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Quant Fund of (PIDCW-A).
Frequently Asked Questions
What is Tata Quant Fund of (PIDCW-A)?
How to invest in Tata Quant Fund of (PIDCW-A)?
You can invest in Tata Quant Fund of (PIDCW-A) 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 of (PIDCW-A)?
The minimum sip amount for Tata Quant Fund of (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Quant Fund of (PIDCW-A) good to invest in?
As per Scripbox experts, Tata Quant Fund of (PIDCW-A) is a Not Reviewed Yet fund. You can investTata Quant Fund of (PIDCW-A) 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 of (PIDCW-A)?
The expense ratio of the Tata Quant Fund of (PIDCW-A) is 2.38% for regular plan.