Nippon India Quant Fund vs Tata Ethical Fund compare

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Nippon India Quant Fund -Growth Plan - Growth Option

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Tata Ethical Fund-Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹89 Cr	₹3253 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	0.97	1.92
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

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
1 Month	0.87%	2.09%
6 Month	-3.02%	-6.93%
1 Year	5.46%	-3.75%
3 Year	24.51%	14.64%
5 Year	24.42%	20.5%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	6.45%	4.3%
1 Year	4.97%	-5.3%
3 Year	19.55%	9.93%
5 Year	19.87%	12.51%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
1 Year	11.98%	13.66%
3 Year	11.46%	13.52%
5 Year	11.83%	14.51%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation	13.02%	12.5%
Sharp	1.08%	0.48%
Beta	0.98%	0.87%
Alpha	4.19%	-0.97%

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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

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
Others	1.52	8.04
Large Cap	79.07	40.72
Mid Cap	19.41	36.62
Small Cap	-	14.62

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
Others	1.52	8.04
Petroleum Products	7.12	3.94
IT - Software	5.81	15.36
Construction	4.71	-
Non - Ferrous Metals	1.96	-
Banks	21.54	-
Pharmaceuticals & Biotechnology	6.45	12.44
Cement & Cement Products	2.14	5.47
Leisure Services	1.97	-
Automobiles	5.68	1.98
Capital Markets	2.51	-
Finance	7.03	-
Fertilizers & Agrochemicals	1.85	2.71
Personal Products	1.93	3.6
Agricultural Food & other Products	2.23	2.4
Diversified Metals	2.41	-
Aerospace & Defense	3.12	-
Telecom - Services	3.7	-
Transport Services	2.47	-
Chemicals & Petrochemicals	1.57	5.25
Power	2.96	-
Textiles & Apparels	2.14	1.23
Insurance	1.94	-
Beverages	2.45	-
Consumer Durables	1.89	5.19
Financial Technology (Fintech)	0.9	-
Industrial Products	-	4.76
Diversified FMCG	-	4
Healthcare Services	-	2.84
Auto Components	-	6.9
Gas	-	5.63
IT - Services	-	0.8
Retailing	-	1.46
Food Products	-	0.82
Electrical Equipment	-	1.73
Oil	-	1.21
Diversified	-	0.63
Ferrous Metals	-	1.61