QUANT COMMODITIES FUND REGULAR PLAN GROWTH vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
QUANT COMMODITIES FUND REGULAR PLAN GROWTH
Chart Comparison
Overview
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
Fund | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3253 Cr | ₹493 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 Aug 1996 | 27 Dec 2023 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Shariah TRI | NIFTY Commodities TRI |
Turn Over | 11.72% | % |
Expense Ratio | 1.92 | 2.4 |
Manager | Abhinav Sharma | Sanjeev Sharma |
ISIN Code | INF277K01956 | INF966L01DC0 |
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 | Quant Commodities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
1 Month | 3.3% | 1.77% |
6 Month | -3% | -3.66% |
1 Year | 0.14% | 0.77% |
3 Year | 13.39% | - |
5 Year | 21.74% | - |
SIP Return Analysis
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
6 Month | 2.74% | 1.91% |
1 Year | -6.03% | -6.59% |
3 Year | 10.92% | - |
5 Year | 13.32% | - |
Rolling Lumpsum Returns
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
1 Year | 13.97% | 32.49% |
3 Year | 13.84% | - |
5 Year | 14.38% | - |
Risk Management
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
Standard Deviation | 12.5% | - |
Sharp | 0.34% | - |
Beta | 0.86% | - |
Alpha | -0.44% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
Name | Abhinav Sharma | Sanjeev Sharma |
Total AUM | ₹5613 Cr | ₹39731 Cr |
Funds Managed | 3 | 22 |
Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
Market Cap
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 7.38 | 8.46 |
Mid Cap | 37.41 | 6 |
Large Cap | 40.21 | 39.86 |
Small Cap | 15 | 45.67 |
Sector Allocation
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 7.38 | 8.46 |
Industrial Products | 5 | - |
Consumer Durables | 6.11 | - |
Fertilizers & Agrochemicals | 2.67 | - |
Petroleum Products | 3.77 | - |
Diversified FMCG | 4 | - |
Pharmaceuticals & Biotechnology | 12.46 | - |
IT - Software | 15.81 | - |
Healthcare Services | 3.17 | - |
Cement & Cement Products | 5.7 | - |
Chemicals & Petrochemicals | 5.38 | - |
Auto Components | 6.36 | - |
Personal Products | 3.45 | - |
Gas | 5.61 | - |
IT - Services | 0.89 | - |
Non - Ferrous Metals | 0.44 | - |
Automobiles | 2 | - |
Agricultural Food & other Products | 2.27 | - |
Retailing | 1.45 | - |
Food Products | 0.8 | - |
Electrical Equipment | 1.72 | - |
Oil | 1.18 | - |
Diversified | 0.62 | - |
Ferrous Metals | 0.57 | - |
Textiles & Apparels | 1.19 | - |
Energy | - | 17.77 |
Basic Materials | - | 51.68 |
Utilities | - | 22.1 |
Top Comparisons
Franklin India Floating Rate Fund - Growth Plan
3Y Returns7.85%
Bandhan Floating Rate Fund Regular - Growth
3Y Returns7.52%
HSBC Focused Fund - Regular Growth
3Y Returns18.29%
DSP Focused Fund - Regular Plan - Growth
3Y Returns21.49%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns20.43%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns24.61%
SBI Blue Chip Fund-Regular Plan Growth
3Y Returns17.25%
Quant Large Cap Fund Regular - Growth
3Y Returns0%