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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) | ₹110 Cr | ₹3772 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 | 0.66% | 0.72% |
| 6 Month | 1.52% | -0.44% |
| 1 Year | 9.18% | -1.69% |
| 3 Year | 19.68% | 11.76% |
| 5 Year | 18.43% | 12.66% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.1% | 1.52% |
| 1 Year | 11.58% | 6.34% |
| 3 Year | 14.85% | 6.35% |
| 5 Year | 16.78% | 8.96% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.89% | 14.61% |
| 3 Year | 11.9% | 15.96% |
| 5 Year | 12.01% | 16.07% |
Risk Management
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.85% | 12.63% |
| Sharp | 1.02% | 0.47% |
| Beta | 0.99% | 0.85% |
| Alpha | 5.15% | 0.36% |
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 | 5.39 | 6.72 |
| Large Cap | 74.94 | 51.59 |
| Mid Cap | 19.67 | 29.41 |
| Small Cap | - | 12.27 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 1.16 | 6.26 |
| Energy | 8.89 | 4 |
| Technology | 7.8 | 23.79 |
| Industrials | 16.15 | 11.93 |
| Consumer Defensive | 3.97 | 11.74 |
| Financial Services | 31.64 | - |
| Healthcare | 3.93 | 12.27 |
| Consumer Cyclical | 14.45 | 15.22 |
| Basic Materials | 5.41 | 11.1 |
| Communication Services | 4.21 | - |
| Utilities | 2.4 | 3.69 |
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