Quant ESG Equity Fund Regular vs Tata Ethical Fund compare

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Tata Ethical Fund-Regular Plan - Growth Option

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Quant ESG Integration Strategy Fund Regular - Growth

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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 ESG Integration Strategy Fund Regular - Growth
Fund	Tata Ethical Fund-Regular Plan - Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹3579 Cr	₹288 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	21 Aug 1996	05 Nov 2020
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	Nifty 500 Shariah TRI	NIFTY 100 ESG TRI
Turn Over	11.72%	%
Expense Ratio	1.93	2.42
Manager	Abhinav Sharma	Sanjeev Sharma
ISIN Code	INF277K01956	INF966L01AB8
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 ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
1 Month	-1.15%	-3.84%
6 Month	1.72%	4.54%
1 Year	-10.08%	-12.71%
3 Year	11.68%	17.44%
5 Year	18.46%	-

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
6 Month	2.79%	4.26%
1 Year	-4.28%	-1.45%
3 Year	9.09%	13.54%
5 Year	11.79%	-

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
1 Year	13.66%	22.83%
3 Year	13.52%	28.77%
5 Year	14.51%	-

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
Standard Deviation	12.5%	18.756%
Sharp	0.71%	0.643%
Beta	0.86%	1.112%
Alpha	-0.44%	6.426%

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Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
Name	Abhinav Sharma	Sanjeev Sharma
Total AUM	₹5613 Cr	₹39731 Cr
Funds Managed	3	22
	Tata Ethical Fund-Regular Plan - Growth Option	Quant ESG Integration Strategy Fund Regular - Growth

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
Others	8.11	16.71
Mid Cap	36.15	4.15
Large Cap	40.57	60.16
Small Cap	15.17	18.98

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Quant ESG Integration Strategy Fund Regular - Growth
Others	8.11	12.85
Industrials	12.95	-
Basic Materials	13.89	-
Energy	6.26	0.44
Consumer Defensive	10.44	7.69
Healthcare	14.3	18.72
Technology	16.91	3.01
Consumer Cyclical	12.79	12.32
Utilities	4.35	12.29
Financial Services	-	23.17
Real Estate	-	9.5