Tata
Tata Quant Fund-Regular Plan-Growth
NAV history & peer comparison
All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | — | — | — | — | — |
| 1W | — | — | — | — | — |
| 2W | -100.00% | -0.09% | -99.91 | 176 / 176 | Q4 |
| 1M | -100.00% | -0.53% | -99.47 | 176 / 176 | Q4 |
| 3M | -100.00% | +2.12% | -102.12 | 174 / 174 | Q4 |
| 6M | -100.00% | -1.85% | -98.15 | 165 / 165 | Q4 |
| YTD | -100.00% | -1.98% | -98.02 | 165 / 165 | Q4 |
| 1Y | -100.00% | +3.78% | -103.78 | 151 / 151 | Q4 |
| 2Y | -100.00% | +3.55% | -103.55 | 106 / 106 | Q4 |
| 3Y | -100.00% | +14.41% | -114.41 | 67 / 67 | Q4 |
| 4Y | -100.00% | +13.82% | -113.82 | 54 / 54 | Q4 |
| 5Y | -100.00% | +10.37% | -110.37 | 45 / 45 | Q4 |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | -100.00% | +7.02% | -107.02 | 176 / 176 | Q4 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2025 YTD | -100.00% | +1.66% | -101.66 | 133 / 133 |
| 2024 | +10.63% | +21.92% | -11.29 | 74 / 82 |
| 2023 | +25.82% | +31.01% | -5.20 | 38 / 59 |
| 2022 | +4.79% | +2.36% | +2.43 | 23 / 52 |
| 2021 | +13.23% | +31.79% | -18.56 | 37 / 42 |
| 2020 | — | — | — | — |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
Peers in Sectoral/Thematic Fund
Recent NAVs
| Date | NAV |
|---|---|
| 1 Apr 2025 | ₹0.0000 |
| 24 Mar 2025 | ₹0.0000 |
| 21 Mar 2025 | ₹14.1334 |
| 20 Mar 2025 | ₹14.1343 |
| 19 Mar 2025 | ₹14.0461 |
| 18 Mar 2025 | ₹13.8913 |
| 17 Mar 2025 | ₹13.6448 |
| 13 Mar 2025 | ₹13.4944 |
| 12 Mar 2025 | ₹13.5994 |
| 11 Mar 2025 | ₹13.7052 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
- risk tolerance accepts seeing the portfolio fall sharply without panic-selling
- goal isn't capital preservation in the short term
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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