- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹3601 Cr | ₹912 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 | 3.8% | 4.92% |
| 6 Month | 10.75% | 13.71% |
| 1 Year | -11.1% | -4.52% |
| 3 Year | 10.53% | 9.91% |
| 5 Year | 17.78% | 14.49% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.53% | 5.08% |
| 1 Year | 3.64% | 10.59% |
| 3 Year | 9.24% | 11.09% |
| 5 Year | 11.24% | 10.28% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.53% | 14.78% |
| 3 Year | 13.59% | 12.27% |
| 5 Year | 14.6% | 16.22% |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 12.16% |
| Sharp | 0.41% | 0.25% |
| Beta | 0.85% | 0.88% |
| Alpha | -0.36% | -3.31% |
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 | 6.05 | 7.65 |
| Mid Cap | 35.11 | 30.01 |
| Large Cap | 43.87 | 62.33 |
| Small Cap | 14.97 | - |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.05 | 1.95 |
| Industrials | 12.54 | 3.18 |
| Technology | 19.3 | 15.66 |
| Basic Materials | 14.11 | 7.07 |
| Energy | 6.2 | - |
| Consumer Defensive | 11.01 | 16.1 |
| Healthcare | 13.81 | 7.85 |
| Consumer Cyclical | 12.89 | 11.37 |
| Utilities | 4.1 | - |
| Financial Services | - | 29.81 |
| Communication Services | - | 7.02 |
Top Comparisons
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns14.38%
Quant BFSI Fund Regular - Growth
3Y Returns0%
Axis Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns16.51%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns14.35%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.87%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.88%
Franklin India Opportunities Fund - Growth
3Y Returns27.91%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns10.53%
