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Quant ESG Equity Fund Regular vs Tata Ethical Fund compare

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

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tortoise-icon Quant ESG Equity 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 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 3.71% 4.65%
6 Month -4% -2.56%
1 Year -0.47% 2.36%
3 Year 13.12% 19.27%
5 Year 21.74% -

SIP Return Analysis

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
6 Month 2.74% 4.88%
1 Year -6.03% -4.71%
3 Year 10.92% 15.65%
5 Year 13.32% -

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 0.34% 0.643%
Beta 0.86% 1.112%
Alpha -0.44% 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 7.38 13.27
Mid Cap 37.41 21.29
Large Cap 40.21 45.01
Small Cap 15 20.43

Sector Allocation

Scheme Name

Tata Ethical Fund-Regular Plan - Growth Option

Quant ESG Equity Fund Regular - Growth

Others 7.38 13.27
Industrial Products 5 -
Consumer Durables 6.11 -
Fertilizers & Agrochemicals 2.67 -
Petroleum Products 3.77 -
Diversified FMCG 4 -
Pharmaceuticals & Biotechnology 12.46 -
IT - Software 15.81 -
Healthcare Services 3.17 -
Cement & Cement Products 5.7 -
Chemicals & Petrochemicals 5.38 -
Auto Components 6.36 -
Personal Products 3.45 -
Gas 5.61 -
IT - Services 0.89 -
Non - Ferrous Metals 0.44 -
Automobiles 2 -
Agricultural Food & other Products 2.27 -
Retailing 1.45 -
Food Products 0.8 -
Electrical Equipment 1.72 -
Oil 1.18 -
Diversified 0.62 -
Ferrous Metals 0.57 -
Textiles & Apparels 1.19 -
Energy - 9.56
Healthcare - 19.88
Financial Services - 32.57
Consumer Defensive - 8.79
Technology - 3.22
Consumer Cyclical - 6.97
Utilities - 5.74

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