DSP Quant Fund vs Tata Ethical Fund compare

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Tata Ethical Fund-Regular Plan - Growth Option

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DSP 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	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)	₹3579 Cr	₹939 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

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	DSP Quant Fund - Regular Plan - Growth
1 Month	-1.15%	-2.07%
6 Month	1.72%	5.83%
1 Year	-10.08%	-1.26%
3 Year	11.68%	10.8%
5 Year	18.46%	14.79%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	DSP Quant Fund - Regular Plan - Growth
6 Month	2.79%	3.75%
1 Year	-4.28%	1.89%
3 Year	9.09%	10.23%
5 Year	11.79%	10.23%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	DSP Quant Fund - Regular Plan - Growth
1 Year	13.66%	15.4%
3 Year	13.52%	12.18%
5 Year	14.51%	16.18%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	DSP Quant Fund - Regular Plan - Growth
Standard Deviation	12.5%	13.47%
Sharp	0.71%	0.67%
Beta	0.86%	0.93%
Alpha	-0.44%	-3.54%

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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

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	DSP Quant Fund - Regular Plan - Growth
Others	8.11	9.08
Mid Cap	36.15	29.77
Large Cap	40.57	61.15
Small Cap	15.17	-

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	DSP Quant Fund - Regular Plan - Growth
Others	8.11	3.03
Industrials	12.95	3.31
Basic Materials	13.89	6.73
Energy	6.26	-
Consumer Defensive	10.44	14.78
Healthcare	14.3	7.76
Technology	16.91	15.98
Consumer Cyclical	12.79	11.34
Utilities	4.35	-
Financial Services	-	29.18
Communication Services	-	7.89