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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) ₹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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