Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Ethical Fund vs Nippon India Quant Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Quant Fund -Growth Plan - Growth Option

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option
Fund Nippon India Quant Fund -Growth Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹89 Cr ₹3253 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 18 Apr 2008 21 Aug 1996
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark BSE 200 Nifty 500 Shariah TRI
Turn Over 119% 11.72%
Expense Ratio 0.97 1.92
Manager Ashutosh Bhargava Abhinav Sharma
ISIN Code INF204K01760 INF277K01956
Exits Load Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option
1 Month 3.22% 1.53%
6 Month -1.05% -8.95%
1 Year 7.23% 0.44%
3 Year 20.37% 10.34%
5 Year 24.22% 19.83%

SIP Return Analysis

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option
6 Month 2.21% -2.05%
1 Year -0.71% -13.09%
3 Year 20.05% 9.2%
5 Year 20.43% 12.68%

Rolling Lumpsum Returns

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option
1 Year 12.69% 13.97%
3 Year 11.28% 13.84%
5 Year 11.71% 14.38%

Risk Management

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation 13.02% 12.5%
Sharp 0.7% 0.15%
Beta 1% 0.87%
Alpha 3.97% -0.77%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option
Name Ashutosh Bhargava Abhinav Sharma
Total AUM ₹121448 Cr ₹5613 Cr
Funds Managed 12 3
Nippon India Quant Fund -Growth Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Quant Fund -Growth Plan - Growth Option

Tata Ethical Fund-Regular Plan - Growth Option

Others 5.89 9.42
Large Cap 76.63 39.68
Mid Cap 17.48 35.67
Small Cap - 15.23

Sector Allocation

Scheme Name

Nippon India Quant Fund -Growth Plan - Growth Option

Tata Ethical Fund-Regular Plan - Growth Option

Others 2.97 9.42
Energy 4.39 5.98
Technology 14.19 16.25
Industrials 9.81 12.67
Financial Services 32.72 -
Basic Materials 6.12 12.39
Healthcare 6.32 15.21
Consumer Cyclical 11.55 12.35
Real Estate 0 -
Consumer Defensive 5.93 11.69
Communication Services 3.52 -
Utilities 2.48 4.03

Top Comparisons

Nippon India Small Cap Fund - Growth Plan - Bonus Option Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns27.3%

VS

Edelweiss Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth

3Y Returns17.88%

Compare Now

Franklin India Technology Fund-Growth Franklin India Technology Fund-Growth

3Y Returns15.61%

VS

Tata Digital India Fund-Regular Plan-Growth Tata Digital India Fund-Regular Plan-Growth

3Y Returns9.1%

Compare Now

Kotak Corporate Bond Fund- Regular Plan-Growth Option Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns7.24%

VS

SBI Corporate Bond Fund - Regular Plan - Growth SBI Corporate Bond Fund - Regular Plan - Growth

3Y Returns6.99%

Compare Now

Mahindra Manulife Focused Fund - Regular Plan - Growth Mahindra Manulife Focused Fund - Regular Plan - Growth

3Y Returns19.57%

VS

Tata Focused Equity Fund-Regular Plan-Growth Tata Focused Equity Fund-Regular Plan-Growth

3Y Returns14.56%

Compare Now
Add to Cart Successfully