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Business News/Market/Market Stats/    Tata Quant Fund Regular Growth

Tata Quant Fund Regular Growth

+
  • Equity
  • Equity - Other
  • Rating N.A.
  • Plan
14.18 +0.12 (0.84%) NAV as on 17 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)57.67
  • CAGR 27.09%
  • Exit Load1.00%
  • Expense ratio2.39%
  • CategoryEquity
  • Min Investment5000
  • Min SIP100
  • Launch Date2020-01-28

Morning Star Rating N.A.

Moderate
Risk
High
Return

Asset Allocation

Holdings As On - 20 May 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.58
  • Std Deviation 11.69%
  • Tracking Error 0.00%

About Fund

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.

 

The Tata Quant Fund Regular Growth has an AUM of 57.67 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.39%. The minimum investment in Tata Quant Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

 

The top holdings of the fund include Interglobe Aviation, Biocon, SBI Life Insurance Company & Solar Industries India.

 

The major sectors where the fund is invested are Biotechnology & Drugs, Consumer Financial Services, Airline & Insurance (Life).

 

Some of the similar funds are Bank of India Midcap Tax Fund Series 2 Regular Growth, Nippon India Quant Fund - Growth, ICICI Prudential Quant Fund Regular Growth, Tata Quant Fund Regular Growth, HDFC Manufacturing Fund Regular Growth. Tata Quant Fund Regular Growth has a sharpe ratio of 0.58 & a standard deviation of 11.69%.

FAQs about Tata Quant Fund Regular Growth

According to the morning star rating Tata Quant Fund Regular Growth has a Moderate risk & High return.
Tata Quant Fund Regular Growth is managed by Sailesh Jain.
The expense ratio of Tata Quant Fund Regular Growth is 2.39%.
The 5 year annualized return on Tata Quant Fund Regular Growth is 0.00% & it has generated 27.09% in the last 1 year.
The minimum investment in Tata Quant Fund Regular Growth is 5000 Rs.
Tata Quant Fund Regular Growth has an AUM of 57.67 crores.
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