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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) | ₹3616 Cr | ₹896 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 | 1.57% | 2.98% |
| 6 Month | 3.74% | 7.77% |
| 1 Year | -5.23% | 1.99% |
| 3 Year | 10.92% | 10.81% |
| 5 Year | 16.77% | 14.19% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.51% | 3.18% |
| 1 Year | 3.07% | 12.13% |
| 3 Year | 7.88% | 11.07% |
| 5 Year | 10.33% | 10.27% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.35% | 14.28% |
| 3 Year | 13.44% | 12.13% |
| 5 Year | 14.75% | 15.91% |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 12.05% |
| Sharp | 0.41% | 0.31% |
| Beta | 0.86% | 0.89% |
| Alpha | -0.78% | -4.06% |
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 | 8.67 | 5.97 |
| Mid Cap | 30.58 | 28.84 |
| Large Cap | 46.63 | 65.19 |
| Small Cap | 14.12 | - |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.67 | 1.22 |
| Industrials | 12.34 | 5.2 |
| Technology | 20.48 | 17.94 |
| Basic Materials | 11.57 | 5.61 |
| Energy | 5.21 | - |
| Consumer Defensive | 10.65 | 11.47 |
| Healthcare | 12.94 | 7.62 |
| Consumer Cyclical | 14.11 | 12.96 |
| Utilities | 4.04 | - |
| Financial Services | - | 30.56 |
| Communication Services | - | 7.42 |
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