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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) | ₹3698 Cr | ₹921 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 | 2.15% | 2.21% |
| 6 Month | 2.68% | 6.59% |
| 1 Year | -2.27% | 6.01% |
| 3 Year | 11.06% | 10.67% |
| 5 Year | 16.24% | 12.51% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.65% | 2.54% |
| 1 Year | 4.49% | 12.12% |
| 3 Year | 7.35% | 10.53% |
| 5 Year | 9.75% | 9.78% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.8% | 13.36% |
| 3 Year | 16.18% | 11.91% |
| 5 Year | 16.1% | 15.63% |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.97% | 12.16% |
| Sharp | 0.36% | 0.37% |
| Beta | 0.86% | 0.90% |
| Alpha | -0.67% | -3.46% |
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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