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Quant ESG Equity Fund Regular vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
Quant ESG Equity Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Fund | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3253 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 | 1.92 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Month | 1.53% | 4.42% |
| 6 Month | -8.95% | -9.61% |
| 1 Year | 0.44% | -1.25% |
| 3 Year | 10.34% | 14.78% |
| 5 Year | 19.83% | - |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 6 Month | -2.05% | 0.32% |
| 1 Year | -13.09% | -12.46% |
| 3 Year | 9.2% | 14.01% |
| 5 Year | 12.68% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.97% | 24.8% |
| 3 Year | 13.84% | 29.82% |
| 5 Year | 14.38% | - |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 18.756% |
| Sharp | 0.15% | 0.643% |
| Beta | 0.87% | 1.112% |
| Alpha | -0.77% | 6.426% |
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Fund Managers
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity 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 Equity Fund Regular - Growth |
Market Cap
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Others | 9.42 | 13.27 |
| Large Cap | 39.68 | 45.01 |
| Mid Cap | 35.67 | 21.29 |
| Small Cap | 15.23 | 20.43 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Others | 9.42 | 13.27 |
| Industrials | 12.67 | - |
| Basic Materials | 12.39 | - |
| Energy | 5.98 | 9.56 |
| Consumer Defensive | 11.69 | 8.79 |
| Healthcare | 15.21 | 19.88 |
| Technology | 16.25 | 3.22 |
| Consumer Cyclical | 12.35 | 6.97 |
| Utilities | 4.03 | 5.74 |
| Financial Services | - | 32.57 |
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