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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) | ₹3772 Cr | ₹925 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 | 0.38% | -0.86% |
| 6 Month | 1.17% | 0.56% |
| 1 Year | -1.4% | 0.12% |
| 3 Year | 12.3% | 14.28% |
| 5 Year | 14.12% | - |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.07% | 3.04% |
| 1 Year | 7.55% | 10.65% |
| 3 Year | 7.32% | 8.84% |
| 5 Year | 9.72% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.7% | 12.76% |
| 3 Year | 16.05% | 14.12% |
| 5 Year | 16.08% | - |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 13.84% |
| Sharp | 0.41% | 0.46% |
| Beta | 0.86% | 1.03% |
| Alpha | -0.15% | -1.98% |
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 | 6.72 | 3.75 |
| Mid Cap | 29.41 | 26.61 |
| Large Cap | 51.59 | 68.62 |
| Small Cap | 12.27 | 1.03 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.26 | 2.47 |
| Industrials | 11.93 | 9.77 |
| Technology | 23.79 | 3.51 |
| Basic Materials | 11.1 | 2.08 |
| Energy | 4 | 9.07 |
| Consumer Defensive | 11.74 | 5.42 |
| Healthcare | 12.27 | 5.41 |
| Consumer Cyclical | 15.22 | 17.47 |
| Utilities | 3.69 | - |
| Financial Services | - | 36.94 |
| Real Estate | - | 0.68 |
| Communication Services | - | 7.18 |
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