SJ
Sailesh JainFund Manager Since 28 Jan 2020
EquityEquity - Other
Tata Quant Fund Direct Growth
3Y Annualised
13.58%
0.63% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-1.11%
0.63% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 5 months
NIFTY 50
5 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹61.70 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹5000
Exit load
0.01%
On or before expiry 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment-NIL, On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment-1%, Redemption after expiry of 365 days from the date of allotment-NIL
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal S&P BSE Low Volatility ETF
9.26%
2nd
Motilal Oswal Nifty 200 Momentum 30 ETF
8.47%
3rd
HDFC NIFTY200 Momentum 30 ETF
6.44%
4th
HDFC Transportation and Logistics Fund Direct Reinvestment Inc Dist cum Cap Wdrl
3.97%
5th
HDFC Transportation and Logistics Fund Direct Payout Inc Dist cum Cap Wdrl
3.97%
320th
Tata Quant Fund Direct Growth
-1.11%
Fund Managers
About Tata Quant Fund Direct Growth
Tata Quant Fund Direct Growth is a Equity mutual fund scheme from Tata Asset Management Limited. This fund has been in existence for 5 years, having been launched on 2020-01-28. Tata Quant Fund Direct Growth has ₹61.70 Cr worth of assets under management (AUM) as of Thu Jul 31 2025. The latest Net Asset Value (NAV) of Tata Quant Fund Direct Growth as of Thu Mar 20 2025 is ₹15.3773. The fund has an expense ratio of 0.91%, which is medium comparable to most other Equity funds.
Tata Quant Fund Direct Growth returns for the last 1 year are 8.51%. Since launch, it has delivered 8.70% average annual returns.
The Tata Quant Fund Direct Growth has the majority of its money invested in Financial Services, Basic Materials, Technology, Utilities, Healthcare, Communication Services sectors.
Top 5 Holdings of Tata Quant Fund Direct Growth.
- ICICI Bank Ltd: 7.84%
- Kotak Mahindra Bank Ltd: 7.69%
- JSW Steel Ltd: 7.11%
- Wipro Ltd: 6.85%
- Indraprastha Gas Ltd: 6.66%
AMC Information
| Name | Tata Asset Management Limited |
|---|---|
| Founding Date | 2020-01-28 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Quant Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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