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) | ₹3616 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 | 1.69% | 0.15% |
| 6 Month | 3.83% | 5.41% |
| 1 Year | -3.34% | -5.43% |
| 3 Year | 11.35% | - |
| 5 Year | 16.47% | - |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | -0.39% | 1.58% |
| 1 Year | 1.8% | 5.82% |
| 3 Year | 6.44% | - |
| 5 Year | 9.2% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 14.8% | 1.43% |
| 3 Year | 16.18% | - |
| 5 Year | 16.1% | - |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
|---|---|---|
| Standard Deviation | 12.5% | - |
| Sharp | 0.43% | - |
| Beta | 0.86% | - |
| Alpha | -0.67% | - |
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 | 8.67 | 37.47 |
| Mid Cap | 30.58 | 5.48 |
| Large Cap | 46.63 | 38.16 |
| Small Cap | 14.12 | 18.89 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 8.67 | 19.08 |
| Industrials | 12.34 | - |
| Technology | 20.48 | - |
| Basic Materials | 11.57 | 24.37 |
| Energy | 5.21 | 9.34 |
| Consumer Defensive | 10.65 | - |
| Healthcare | 12.94 | - |
| Consumer Cyclical | 14.11 | - |
| Utilities | 4.04 | 38.39 |
| Financial Services | - | 8.81 |
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