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Tata Quant Fund Regular Plan Growth

Equity | Thematic - Quant

(NAV as of 22/04/2024)
13.70 (1.37)

3Y Returns

11.78%

Min SIP

100

Min Lumpsum

5000

Expense Ratio

2.28%

Fund Size

57 Cr

Inception Date

22-Jan-20

Fund Manager

Sailesh Jain

Exit Load

Nil upto 12% of original cost of invesment and 1% for more than 12% original cost of investment on or before 365D, Nil after 365D.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

80.34%

Debt & Others

19.66%

Market Cap Allocation

Large Cap

63.96%

Mid Cap

16.38%

Small Cap

0.00%

Other Cap

19.66%

Sector Allocation

Finance

22.29%

Banks

22.23%

Automobiles

10.02%

Internet and Technology

9.06%

Consumer Durables

7.79%

Top Ten Holdings

Kotak Mahindra Bank Ltd

9.55%

Bajaj Finance Ltd

9.31%

Maruti Suzuki India Ltd

9.17%

ICICI Bank Ltd

8.67%

Asian Paints Ltd

7.79%

Investment Objective

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).

Fund House Detail

AMC Name

Tata Asset Management Limited

Address

1903, B Wing, Parinee Crescenzo, G Block,Bandra Kurla Complex, Bandra East,Mumbai - 400 051

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

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Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.