Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

QUANT COMMODITIES FUND REGULAR PLAN GROWTH vs Tata Ethical Fund compare

Link copied to clipboard!

tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

Invest Now

tortoise-icon QUANT COMMODITIES FUND REGULAR PLAN GROWTH

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Top Comparisons

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

3Y Returns16.71%

VS

UTI Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns16.28%

Compare Now

DSP Savings Fund - Regular Plan - Growth DSP Savings Fund - Regular Plan - Growth

3Y Returns7.24%

VS

Baroda BNP Paribas Money Market Fund-Regular Plan - Growth Baroda BNP Paribas Money Market Fund-Regular Plan - Growth

3Y Returns7.22%

Compare Now

HDFC Gold ETF Fund of Fund - Growth Option HDFC Gold ETF Fund of Fund - Growth Option

3Y Returns31.4%

VS

DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

Nippon India Ultra Short Duration Fund- Growth Option Nippon India Ultra Short Duration Fund- Growth Option

3Y Returns6.95%

VS

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns7.17%

Compare Now
Add to Cart Successfully