Tata Quant Fund Direct Growth

Scheme code: INF277K013Y6 NAV value: ₹ 0.0000 NAV date: 1 April, 2025 TER: 0.93%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-13.40	56.86	20.09	18.80	13.63
3 year	2.74	19.75	15.45	14.78	18.78
5 year	8.77	17.15	9.71	10.78	15.46

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	18.8
3 year	6.28	30.95	15.04	14.78
5 year	8.38	26.02	14.22	10.78
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	18.8
3 year	6.56	19.64	13.57	14.78
5 year	9.22	12.29	10.75	10.78

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	18.8
3 year	7.68	21.49	15.06	14.78
5 year	10.37	13.5	11.93	10.78

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	18.8
3 year	8.04	32.03	17.81	14.78
5 year	8.18	28.64	15.34	10.78
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,08,408 - Absolute Returns: ₹1,08,408 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,31,022 - Absolute Returns: ₹9,31,022 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹85,24,567 - Absolute Returns: ₹25,24,567 - CAGR: %

Max Drawdown

-36.56 %

Drawdown Duration

2 months

Recovery Time

11 months

Avg Drawdown

-7.30 %

1 Y

0.5142

3 Y

0.4043

5 Y

0.2949

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	1.65	1.00	100.3	99.1	7.73 %	6.08 %
3 years	3.61	0.89	91.2	86.2	14.04 %	10.90 %
5 years	-2.44	0.80	78.8	79.3	18.98 %	25.14 %
7 years	-2.88	0.82	78.9	80.9	6.32 %	9.81 %
10 years	-2.34	0.82	78.9	80.9	4.38 %	6.77 %
12 years	-2.13	0.82	78.9	80.9	3.64 %	5.61 %
15 years	-1.93	0.82	78.9	80.9	2.90 %	4.46 %