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Tata Ethical Fund vs Nippon India Quant Fund compare
Nippon India Quant Fund -Growth Plan - Growth Option
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
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) | ₹107 Cr | ₹3698 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 | 0.94 | 1.93 |
| 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 | 0.69% | 1.09% |
| 6 Month | 6.67% | 2.71% |
| 1 Year | 9.7% | -1.4% |
| 3 Year | 20.25% | 11.39% |
| 5 Year | 21.42% | 15.97% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.86% | 0.65% |
| 1 Year | 13.94% | 4.49% |
| 3 Year | 17.14% | 7.35% |
| 5 Year | 18.08% | 9.75% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.15% | 14.8% |
| 3 Year | 11.78% | 16.18% |
| 5 Year | 11.96% | 16.1% |
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 | 1.01% | 0.43% |
| Beta | 0.99% | 0.86% |
| Alpha | 3.41% | -0.67% |
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 | 6.7 | 8.63 |
| Large Cap | 74.98 | 48.64 |
| Mid Cap | 18.32 | 29.76 |
| Small Cap | - | 12.96 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 2.09 | 8.55 |
| Energy | 7.68 | 4.11 |
| Technology | 9.15 | 22.14 |
| Industrials | 13.01 | 12.6 |
| Consumer Defensive | 4.16 | 10.38 |
| Basic Materials | 6.57 | 11.57 |
| Financial Services | 32.12 | - |
| Healthcare | 5.49 | 12.29 |
| Consumer Cyclical | 13 | 14.39 |
| Real Estate | 0 | - |
| Communication Services | 4.22 | - |
| Utilities | 2.52 | 3.97 |
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