- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | -0.33% | 0.29% |
| 6 Month | 2.76% | -0.31% |
| 1 Year | 1.65% | -6.45% |
| 3 Year | 18.64% | 10.65% |
| 5 Year | 19.91% | 14.51% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.46% | 2.22% |
| 1 Year | 15.85% | 8.2% |
| 3 Year | 16.84% | 7.65% |
| 5 Year | 17.92% | 9.79% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.07% | 14.74% |
| 3 Year | 11.83% | 16.14% |
| 5 Year | 11.97% | 16.09% |
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 | 0.99% | 0.41% |
| Beta | 0.99% | 0.86% |
| Alpha | 3.57% | -0.15% |
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 |
Top Comparisons
Bandhan Short Duration Fund - Regular Plan - Growth
3Y Returns7.4%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.52%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns18.8%
DSP Banking & Financial Services Fund - Reg (G)
3Y Returns0%
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.92%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns7.11%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.64%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns7.8%
