Axis Quant Fund vs Tata Ethical Fund compare

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tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

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tortoise-icon 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) ₹3202 Cr ₹1092 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 2.14
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 0.13% 2.03%
6 Month 5.19% 4.4%
1 Year 22.55% 21.43%
3 Year 13.27% 14.24%
5 Year 20.61% -

SIP Return Analysis

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Axis Quant Fund - Regular Plan - Growth
6 Month - -
1 Year 14.39% 9.03%
3 Year 18.86% 19.75%
5 Year 20.17% -

Rolling Lumpsum Returns

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Axis Quant Fund - Regular Plan - Growth
1 Year 13.9% 16.88%
3 Year 14.05% 17.26%
5 Year 14.3% -

Risk Management

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Axis Quant Fund - Regular Plan - Growth
Standard Deviation 12.5% 13.17%
Sharp 0.54% 0.92%
Beta 0.88% 0.87%
Alpha 0.3% 1.26%

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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
Fund Manage 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 7.33 3.02
Large Cap 41.54 65.9
Mid Cap 36.13 21.53
Small Cap 15 9.55

Sector Allocation

Scheme Name

Tata Ethical Fund-Regular Plan - Growth Option

Axis Quant Fund - Regular Plan - Growth

Others 7.33 2.49
Electrical Equipment 4.28 -
Industrial Products 6.01 -
Consumer Durables 5.43 -
Fertilizers & Agrochemicals 2.92 -
Petroleum Products 2.13 -
Diversified FMCG 4.49 -
Pharmaceuticals & Biotechnology 12.47 -
IT - Software 16.98 -
Healthcare Services 2.99 -
Cement & Cement Products 4.73 -
Chemicals & Petrochemicals 4.69 -
Auto Components 6.17 -
Personal Products 4.12 -
Gas 4.7 -
IT - Services 1.29 -
Non - Ferrous Metals 1.1 -
Agricultural Food & other Products 2.27 -
Retailing 1.7 -
Food Products 0.81 -
Oil 1.45 -
Diversified 0.73 -
Textiles & Apparels 1.21 -
Energy - 11.77
Healthcare - 10.16
Construction - 7.41
Financial - 23.09
Consumer Staples - 6.8
Capital Goods - 6.49
Services - 4.97
Automobile - 12.59
Materials - 5.8
Chemicals - 1.8
Communication - 1.27
Technology - 3.81
Insurance - 1.55

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