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) | ₹3456 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 | 1.93 | 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 | 2.83% | 3.29% |
6 Month | -2.39% | -4.13% |
1 Year | -5.13% | 0.6% |
3 Year | 14.94% | - |
5 Year | 19.98% | - |
SIP Return Analysis
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
6 Month | 5.9% | 10.01% |
1 Year | -2.25% | 3.14% |
3 Year | 10.87% | - |
5 Year | 13.01% | - |
Rolling Lumpsum Returns
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
1 Year | 13.66% | 5% |
3 Year | 13.52% | - |
5 Year | 14.51% | - |
Risk Management
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
Standard Deviation | 12.5% | - |
Sharp | 0.48% | - |
Beta | 0.87% | - |
Alpha | -0.97% | - |
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 | 9.13 | 14.57 |
Mid Cap | 36.23 | 7.68 |
Large Cap | 39.88 | 42.25 |
Small Cap | 14.76 | 35.5 |
Sector Allocation
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 9.13 | 14.57 |
Industrial Products | 5.02 | - |
Consumer Durables | 4.81 | - |
Fertilizers & Agrochemicals | 2.78 | - |
Petroleum Products | 3.95 | - |
Diversified FMCG | 3.87 | - |
Pharmaceuticals & Biotechnology | 11.79 | - |
IT - Software | 15.3 | - |
Healthcare Services | 2.81 | - |
Cement & Cement Products | 5.15 | - |
Chemicals & Petrochemicals | 5.09 | - |
Auto Components | 7.47 | - |
Personal Products | 3.32 | - |
Gas | 5.54 | - |
IT - Services | 0.88 | - |
Automobiles | 2.16 | - |
Agricultural Food & other Products | 2.09 | - |
Retailing | 1.45 | - |
Food Products | 0.8 | - |
Electrical Equipment | 1.92 | - |
Oil | 1.22 | - |
Diversified | 0.59 | - |
Ferrous Metals | 1.65 | - |
Textiles & Apparels | 1.21 | - |
Energy | - | 16.42 |
Utilities | - | 28.45 |
Basic Materials | - | 40.56 |
Top Comparisons
ICICI Prudential Value Fund - Growth
3Y Returns25.84%
Nippon India Value Fund- Growth Plan
3Y Returns27.29%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns20.74%
Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns20%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns30.14%
Axis Quant Fund - Regular Plan - Growth
3Y Returns18.84%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns6.95%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.74%