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Nippon India Quant Fund vs Tata Ethical Fund compare
Nippon India Quant Fund -Growth Plan - Growth Option
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹103 Cr | ₹3616 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Apr 2008 | 21 Aug 1996 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200 | Nifty 500 Shariah TRI |
| Turn Over | 119% | 11.72% |
| Expense Ratio | 0.94 | 1.93 |
| Manager | Ashutosh Bhargava | Abhinav Sharma |
| ISIN Code | INF204K01760 | INF277K01956 |
| Exits Load | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.7% | 1.57% |
| 6 Month | 6.65% | 3.74% |
| 1 Year | 6.16% | -5.23% |
| 3 Year | 19.79% | 10.92% |
| 5 Year | 22.79% | 16.77% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.55% | -0.73% |
| 1 Year | 7.88% | 0.36% |
| 3 Year | 15.24% | 6.19% |
| 5 Year | 17.15% | 9.2% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.49% | 13.35% |
| 3 Year | 11.69% | 13.44% |
| 5 Year | 11.91% | 14.75% |
Risk Management
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.02% | 12.5% |
| Sharp | 1.05% | 0.41% |
| Beta | 1% | 0.86% |
| Alpha | 4.08% | -0.78% |
Fund Managers
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Name | Ashutosh Bhargava | Abhinav Sharma |
| Total AUM | ₹121448 Cr | ₹5613 Cr |
| Funds Managed | 12 | 3 |
| Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 5.42 | 8.67 |
| Large Cap | 76.36 | 46.63 |
| Mid Cap | 18.22 | 30.58 |
| Small Cap | - | 14.12 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 0.92 | 8.67 |
| Energy | 7.14 | 5.21 |
| Technology | 9.26 | 20.48 |
| Industrials | 12.75 | 12.34 |
| Consumer Defensive | 4.42 | 10.65 |
| Financial Services | 32.23 | - |
| Healthcare | 5.11 | 12.94 |
| Consumer Cyclical | 15.29 | 14.11 |
| Basic Materials | 4.63 | 11.57 |
| Real Estate | 1.59 | - |
| Communication Services | 4.01 | - |
| Utilities | 2.64 | 4.04 |
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