Axis Quant Fund vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
Axis Quant Fund - Regular Plan - Growth
Chart Comparison
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) | ₹3579 Cr | ₹999 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 | 1.93 | 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 |
Trailing Lumpsum Returns
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
1 Month | -1.15% | -2.91% |
6 Month | 1.72% | 5.31% |
1 Year | -10.08% | -7.98% |
3 Year | 11.68% | 14.53% |
5 Year | 18.46% | - |
SIP Return Analysis
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.79% | 3.79% |
1 Year | -4.28% | -1.8% |
3 Year | 9.09% | 10.61% |
5 Year | 11.79% | - |
Rolling Lumpsum Returns
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% | - |
Risk Management
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.5% | 14.34% |
Sharp | 0.71% | 0.84% |
Beta | 0.86% | 0.98% |
Alpha | -0.44% | -1.14% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Others | 8.11 | 3.46 |
Mid Cap | 36.15 | 34.14 |
Large Cap | 40.57 | 61.05 |
Small Cap | 15.17 | 1.35 |
Sector Allocation
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Others | 8.11 | 2.08 |
Industrials | 12.95 | 10.16 |
Basic Materials | 13.89 | 8.59 |
Energy | 6.26 | 3 |
Consumer Defensive | 10.44 | 6.92 |
Healthcare | 14.3 | 11.27 |
Technology | 16.91 | 7.28 |
Consumer Cyclical | 12.79 | 6.52 |
Utilities | 4.35 | - |
Financial Services | - | 34.1 |
Real Estate | - | 0.58 |
Communication Services | - | 9.51 |
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