41039
5431
Tata Quant Fund - Direct Growth
7
  • NAV

    15.38

    as on 21 Mar 2025

  • ₹0.00 (0.00%)

    Last Change

  • ₹ 100

    Min SIP
  • ₹ 5000

    Min Lumpsum
  • 0.91%

    Expense Ratio
  • Rating
  • 62 Cr

    Fund Size
  • 5 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 21 Mar 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 10.50%
  • 31.04%
  • 33.28%
  • 18.10
  • Alpha
  • SD
  • Beta
  • Sharpe
  • Exit Load
  • Redemption/Switch-out/SWP/STP on or before expiry of 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 Redemption/Switch-out/SWP/STP 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 investmen:1% Redemption / Switch-out/SWP/STP after expiry of 365 days from the date of allotmen: Nil
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
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 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.

Sailesh Jain

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FAQs

You can invest in Tata Quant Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Tata Quant Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Tata Quant Fund - Direct Growth has delivered 12.42% since inception

The NAV of Tata Quant Fund - Direct Growth is ₹16.8725 as of 21 Mar 2025

The expense ratio of Tata Quant Fund - Direct Growth is % as of 21 Mar 2025

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Tata Quant Fund - Direct Growth 57.81 CR as of 21 Mar 2025

The minimum SIP amount of Tata Quant Fund - Direct Growth is 100

The top stock holdings of Tata Quant Fund - Direct Growth are

  1. ICICI Bank - 7.84%
  2. Kotak Mah. Bank - 7.69%
  3. JSW Steel - 7.11%
  4. Wipro - 6.85%
  5. Indraprastha Gas - 6.66%

The top sectors Tata Quant Fund - Direct Growth has invested in are

  1. Pharmaceuticals & Biotech - 17.39%
  2. Telecom-Services - 13.41%
  3. Insurance - 10.46%
  4. Finance - 10.16%
  5. Transport Services - 9.74%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Tata Quant Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Tata Quant Fund - Direct Growth based on your investment objective and risk tolerance

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