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DSP Quant Fund vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
DSP Quant Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata Ethical Fund-Regular Plan - Growth Option | DSP Quant Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3772 Cr | ₹929 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 21 Aug 1996 | 10 Jun 2019 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Shariah TRI | BSE 200 |
| Turn Over | 11.72% | 55% |
| Expense Ratio | 1.93 | 1.28 |
| Manager | Abhinav Sharma | Anil Ghelani |
| ISIN Code | INF277K01956 | INF740KA1NN3 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.65% | 1.09% |
| 6 Month | 1.55% | 5.66% |
| 1 Year | -4.26% | 4.36% |
| 3 Year | 11.31% | 11.47% |
| 5 Year | 14.16% | 10.92% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.43% | 4.19% |
| 1 Year | 7.39% | 16.98% |
| 3 Year | 7.37% | 11.36% |
| 5 Year | 9.57% | 10.22% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.7% | 12.78% |
| 3 Year | 16.05% | 11.78% |
| 5 Year | 16.08% | 15.3% |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 12.14% |
| Sharp | 0.41% | 0.37% |
| Beta | 0.86% | 0.90% |
| Alpha | -0.15% | -2.95% |
Fund Managers
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhinav Sharma | Anil Ghelani |
| Total AUM | ₹5613 Cr | ₹0 Cr |
| Funds Managed | 3 | 5 |
| Tata Ethical Fund-Regular Plan - Growth Option | DSP Quant Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.72 | 6.76 |
| Mid Cap | 29.41 | 25.83 |
| Large Cap | 51.59 | 67.41 |
| Small Cap | 12.27 | - |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.26 | 2.17 |
| Industrials | 11.93 | 7.31 |
| Technology | 23.79 | 17.82 |
| Basic Materials | 11.1 | 6.12 |
| Energy | 4 | - |
| Consumer Defensive | 11.74 | 9.96 |
| Healthcare | 12.27 | 7.34 |
| Consumer Cyclical | 15.22 | 14.11 |
| Utilities | 3.69 | - |
| Financial Services | - | 27.75 |
| Communication Services | - | 7.42 |
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