Tata quant Equity Fund Regular Plan - Payout Of Income Distribution Cum Capital Withdrawal Option
Expense Ratio: -
Risk: -
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: -
Inception: 03-01-2020
Exit Load: Nil
Fund Size:-
Performance
1Y
Fund-100.00%
Cat. Avg.N/A
2Y
Fund-100.00%
Cat. Avg.N/A
3Y
Fund-100.00%
Cat. Avg.N/A
5Y
Fund-100.00%
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund-100.00%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 08 Apr, 24 | 60000 | 56494 | -5.8% | -11.6% |
| 2Y | 10 Apr, 23 | 1.20 L. | 1.26 L. | +5.0% | +5.0% |
| 3Y | 07 Apr, 22 | 1.80 L. | 2.09 L. | +15.9% | +10.1% |
| 5Y | 07 Apr, 20 | 3 L. | 3.94 L. | +31.2% | +11.0% |
| SI | 07 Feb, 20 | 3.10 L. | 4.09 L. | +31.9% | +10.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Mar, 24 | 1 L. | 1.06 L. | +6.1% | +6.1% |
| 2Y | 21 Mar, 23 | 1 L. | 1.37 L. | +37.0% | +17.0% |
| 3Y | 21 Mar, 22 | 1 L. | 1.41 L. | +41.3% | +12.2% |
| 5Y | 23 Mar, 20 | 1 L. | 2.20 L. | +120.0% | +17.1% |
| SI | 28 Jan, 20 | 1 L. | 1.41 L. | +41.2% | +6.9% |
SIP Calculator
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.