QUANT COMMODITIES FUND REGULAR PLAN GROWTH vs Tata Ethical Fund compare
                                 Tata Ethical Fund-Regular Plan - Growth Option
                                Tata Ethical Fund-Regular Plan - Growth Option
                            
                                 QUANT COMMODITIES FUND REGULAR PLAN GROWTH
                                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 | 3.11% | 4.9% | 
| 6 Month | 4.47% | 7.96% | 
| 1 Year | -4.59% | -4.69% | 
| 3 Year | 11.76% | - | 
| 5 Year | 16.98% | - | 
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH | 
|---|---|---|
| 6 Month | 0.51% | 2.66% | 
| 1 Year | 3.07% | 8.25% | 
| 3 Year | 7.88% | - | 
| 5 Year | 10.33% | - | 
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH | 
|---|---|---|
| 1 Year | 13.35% | 1.43% | 
| 3 Year | 13.44% | - | 
| 5 Year | 14.75% | - | 
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH | 
|---|---|---|
| Standard Deviation | 12.5% | - | 
| Sharp | 0.41% | - | 
| Beta | 0.86% | - | 
| Alpha | -0.78% | - | 
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 | 32.67 | 
| Mid Cap | 30.58 | 5.22 | 
| Large Cap | 46.63 | 40.82 | 
| Small Cap | 14.12 | 21.29 | 
Sector Allocation
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH | 
|---|---|---|
| Others | 8.67 | 14.29 | 
| Industrials | 12.34 | - | 
| Technology | 20.48 | - | 
| Basic Materials | 11.57 | 26.51 | 
| Energy | 5.21 | 11.5 | 
| Consumer Defensive | 10.65 | - | 
| Healthcare | 12.94 | - | 
| Consumer Cyclical | 14.11 | - | 
| Utilities | 4.04 | 39.14 | 
| Financial Services | - | 8.57 | 
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