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DSP Quant Fund vs Tata Ethical Fund compare

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tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

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tortoise-icon 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) ₹3202 Cr ₹1070 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 1.92 1.27
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 -5.89% -3.5%
6 Month -11.92% -6.36%
1 Year 3.07% 5.89%
3 Year 9.58% 7.13%
5 Year 16.77% 12.13%

SIP Return Analysis

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option DSP Quant Fund - Regular Plan - Growth
6 Month - -
1 Year -5.69% -0.89%
3 Year 12.2% 10.6%
5 Year 15.63% 11.85%

Rolling Lumpsum Returns

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option DSP Quant Fund - Regular Plan - Growth
1 Year 13.97% 17.33%
3 Year 13.84% 12.57%
5 Year 14.38% 16.02%

Risk Management

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option DSP Quant Fund - Regular Plan - Growth
Standard Deviation 12.5% 13.38%
Sharp 0.31% 0.43%
Beta 0.87% 0.98%
Alpha -0.75% -5.52%

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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
Fund Manage 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 7.33 0.71
Large Cap 41.54 77.08
Mid Cap 36.13 22.21
Small Cap 15 -

Sector Allocation

Scheme Name

Tata Ethical Fund-Regular Plan - Growth Option

DSP Quant Fund - Regular Plan - Growth

Others 7.33 0.71
Electrical Equipment 4.28 -
Industrial Products 6.01 2.67
Consumer Durables 5.43 3.57
Fertilizers & Agrochemicals 2.92 1.6
Petroleum Products 2.13 -
Diversified FMCG 4.49 3.06
Pharmaceuticals & Biotechnology 12.47 11.19
IT - Software 16.98 13.64
Healthcare Services 2.99 -
Cement & Cement Products 4.73 2.76
Chemicals & Petrochemicals 4.69 1.85
Auto Components 6.17 1.19
Personal Products 4.12 3.2
Gas 4.7 -
IT - Services 1.29 1.06
Non - Ferrous Metals 1.1 -
Agricultural Food & other Products 2.27 1.4
Retailing 1.7 -
Food Products 0.81 2.06
Oil 1.45 -
Diversified 0.73 -
Textiles & Apparels 1.21 -
Construction - 2.84
Banks - 21.28
Ferrous Metals - 2.14
Capital Markets - 2.33
Automobiles - 5.52
Finance - 9.61
Insurance - 4.77
Beverages - 1.55

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