Tata Quant Fund - Regular plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 31.56 | 11.67 | N/A | N/A |
Average Rolling Returns(%) | 15.59 | 13.31 | N/A | N/A |
The Current NAV of Tata Quant Fund - Regular plan - Growth is ₹13.51.
It is better to invest in a fund with a longer track record as Tata Quant Fund - Regular plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark S&P BSE 200 - TRI returns, as Funds portfolio is significantly different.
Tata Quant Fund - Regular plan - Growth fund’s expense ratio is 2.38%
The process for redemption is
The AUM of Tata Quant Fund - Regular plan - Growth is currently ₹56 Crores.
The Top three stocks are Maruti Suzuki, Bajaj Finance and Kotak Mahindra Bank and account for 30% of its portfolio. Top 5 and 10 stocks of fund account for 47% and 71% of fund’s portfolio respectively.
Top three sectors of Tata Quant Fund - Regular plan - Growth fund are BFSI, Auto and Chemicals accounting for 71% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Quant Fund - Regular plan - Growth Fund is Equity - Thematic Fund - Other.
Sailesh Jain manages the Tata Quant Fund - Regular plan - Growth Fund.
Tata Quant Fund - Regular plan - Growth current PE ratio is 31.47 and PB ratio is 6.49
The asset allocation of Tata Quant Fund - Regular plan - Growth is Stocks : 95.56%, Debt : 4.45% and Gold : 0%
The minimum SIP amount for Tata Quant Fund - Regular plan - Growth is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Quant Fund - Regular plan - Growth is Nil upto 12% of original cost of invesment and 1% for more than 12% original cost of investment on or before 365 days, Nil after 365 days