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) | ₹3772 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 | 0.12% | 1.98% |
| 6 Month | 0.53% | -1.73% |
| 1 Year | -1.6% | -4.34% |
| 3 Year | 12.05% | - |
| 5 Year | 13.87% | - |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | 2.07% | 2.92% |
| 1 Year | 7.55% | 9.65% |
| 3 Year | 7.32% | - |
| 5 Year | 9.72% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 14.7% | 1.43% |
| 3 Year | 16.05% | - |
| 5 Year | 16.08% | - |
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 | -0.15% | - |
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 | 6.72 | 39.27 |
| Mid Cap | 29.41 | 6.73 |
| Large Cap | 51.59 | 40.72 |
| Small Cap | 12.27 | 13.28 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 6.26 | 27.73 |
| Industrials | 11.93 | 8.97 |
| Technology | 23.79 | - |
| Basic Materials | 11.1 | 9.79 |
| Energy | 4 | 9.44 |
| Consumer Defensive | 11.74 | - |
| Healthcare | 12.27 | - |
| Consumer Cyclical | 15.22 | - |
| Utilities | 3.69 | 34.7 |
| Financial Services | - | 9.37 |
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