Axis Quant Fund vs Tata Ethical Fund compare

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Tata Ethical Fund-Regular Plan - Growth Option

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Axis Quant Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
Fund	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3253 Cr	₹975 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	21 Aug 1996	01 Jul 2021
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	Nifty 500 Shariah TRI	BSE 200
Turn Over	11.72%	126%
Expense Ratio	1.92	2.2
Manager	Abhinav Sharma	Vinayak Jayanath
ISIN Code	INF277K01956	INF846K011A2
Exits Load	Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365	Axis Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
1 Month	2.09%	1.97%
6 Month	-6.93%	-6.39%
1 Year	-3.75%	-4.01%
3 Year	14.64%	17.11%
5 Year	20.5%	-

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
6 Month	4.3%	5.7%
1 Year	-5.3%	-2.81%
3 Year	9.93%	11.28%
5 Year	12.51%	-

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
1 Year	13.66%	14.97%
3 Year	13.52%	13.99%
5 Year	14.51%	-

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
Standard Deviation	12.5%	13.955%
Sharp	0.48%	0.395%
Beta	0.87%	-
Alpha	-0.97%	-

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Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
Name	Abhinav Sharma	Vinayak Jayanath
Total AUM	₹5613 Cr	₹0 Cr
Funds Managed	3	18
	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
Others	8.04	1.63
Mid Cap	36.62	29.7
Large Cap	40.72	51.98
Small Cap	14.62	16.7

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
Others	8.04	1.63
Industrial Products	4.76	-
Consumer Durables	5.19	-
Fertilizers & Agrochemicals	2.71	-
Petroleum Products	3.94	-
Diversified FMCG	4	-
Pharmaceuticals & Biotechnology	12.44	-
IT - Software	15.36	-
Healthcare Services	2.84	-
Cement & Cement Products	5.47	-
Chemicals & Petrochemicals	5.25	-
Auto Components	6.9	-
Personal Products	3.6	-
Gas	5.63	-
IT - Services	0.8	-
Automobiles	1.98	-
Agricultural Food & other Products	2.4	-
Retailing	1.46	-
Food Products	0.82	-
Electrical Equipment	1.73	-
Oil	1.21	-
Diversified	0.63	-
Ferrous Metals	1.61	-
Textiles & Apparels	1.23	-
Energy	-	2.87
Technology	-	14.84
Financial Services	-	28.24
Healthcare	-	11.41
Basic Materials	-	4.38
Consumer Cyclical	-	18.19
Consumer Defensive	-	8.16
Industrials	-	3.05
Communication Services	-	5.89
Utilities	-	1.35