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Tata Quant Fund
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.88 | 39.65 | 0.67 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.39 | 47.89 | 0.70 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| BSE 200 - TRI |
About Thematic Fund
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Peers & Comparison
EquityThematic Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Tata Quant Fund | 13.77% | 16.17% | 10.56% |
| ICICI Pru India Opp Fund | 25.77% | 28.23% | 24.22% |
| HDFC Manufacturing Fund | — | — | — |
| SBI Innovative Opportunities Fund | — | — | — |
Price Comparison
Compare Tata Quant Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Pidilite Industries Ltd3M change : 1.51 %
Holdings
7.97 %
1.51 % - Bharat Petroleum Corporation Ltd3M change : 5.19 %
Holdings
7.15 %
5.19 % - UltraTech Cement Ltd3M change : 5.97 %
Holdings
5.97 %
5.97 %
AMC Profile
Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.
No.of Schemes
60
Total AUM
₹ 1,86,091.18 Cr.
Fund Manager Profile
Sailesh Jain
AUM: ₹35,093.32 Cr.
|
Exp: —
Qualification
Data not available
Past Experience
Data not available
Funds Managed (16)
Tata Quant Fund
Tata ELSS Tax Saver Fund
Tata ELSS Tax Saver Fund
Tata Dividend Yield Fund
Tata Dividend Yield Fund
Tata Business Cycle Fund
Tata Business Cycle Fund
Tata Quant Fund
Manager Performance (0)
Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%