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Quant ESG Equity Fund Regular vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
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) | ₹3772 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.65% | -3.02% |
| 6 Month | 1.55% | -0.29% |
| 1 Year | -4.26% | -0.95% |
| 3 Year | 11.31% | 13.68% |
| 5 Year | 14.16% | 23.45% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.43% | 2.34% |
| 1 Year | 7.39% | 11.71% |
| 3 Year | 7.37% | 11.29% |
| 5 Year | 9.57% | 15.87% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.7% | 19.14% |
| 3 Year | 16.05% | 22.73% |
| 5 Year | 16.08% | 26.1% |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 18.756% |
| Sharp | 0.41% | 0.643% |
| Beta | 0.86% | 1.112% |
| Alpha | -0.15% | 6.426% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 6.72 | 47.05 |
| Mid Cap | 29.41 | 5.6 |
| Large Cap | 51.59 | 44.6 |
| Small Cap | 12.27 | 2.74 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 6.26 | 30.25 |
| Industrials | 11.93 | - |
| Technology | 23.79 | 0 |
| Basic Materials | 11.1 | 0.84 |
| Energy | 4 | 9.08 |
| Consumer Defensive | 11.74 | 8.84 |
| Healthcare | 12.27 | 5.01 |
| Consumer Cyclical | 15.22 | 12.79 |
| Utilities | 3.69 | 10.1 |
| Financial Services | - | 15.24 |
| Real Estate | - | 7.85 |
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