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)	₹97 Cr	₹3579 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

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
1 Month	1.99%	1.3%
6 Month	7.86%	0.46%
1 Year	1.87%	-7.8%
3 Year	23.72%	13.57%
5 Year	23.48%	18.99%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	7.2%	4.88%
1 Year	9.38%	-2.82%
3 Year	19.97%	9.74%
5 Year	20.11%	12.17%

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	1.35%	0.71%
Beta	0.99%	0.86%
Alpha	4.27%	-0.44%

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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	6.29	8.11
Large Cap	75.96	40.57
Mid Cap	17.75	36.15
Small Cap	-	15.17

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
Others	1.58	8.11
Energy	7.26	6.26
Technology	6.52	16.91
Basic Materials	8.61	13.89
Industrials	13.4	12.95
Financial Services	34.82	-
Consumer Cyclical	9.58	12.79
Healthcare	5.11	14.3
Utilities	3.87	4.35
Consumer Defensive	4.95	10.44
Communication Services	4.31	-