Tata Ethical Fund vs Nippon India Quant Fund compare

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Nippon India Quant Fund -Growth Plan - Growth Option

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Tata Ethical Fund-Regular Plan - Growth Option

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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

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
1 Month	5.9%	5.51%
6 Month	4.39%	-3.31%
1 Year	10.78%	1.26%
3 Year	24.86%	13.79%
5 Year	26.21%	22%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	1.82%	-2.98%
1 Year	-1.39%	-15.46%
3 Year	18.36%	7.46%
5 Year	19.23%	11.4%

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%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation	13.02%	12.5%
Sharp	0.93%	0.34%
Beta	0.99%	0.86%
Alpha	4.55%	-0.44%

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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

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
Others	1.01	7.38
Large Cap	80.88	40.21
Mid Cap	18.11	37.41
Small Cap	-	15

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
Others	1.01	7.38
Petroleum Products	6.25	3.77
IT - Software	8.3	15.81
Construction	4.74	-
Non - Ferrous Metals	2.22	0.44
Banks	21.16	-
Pharmaceuticals & Biotechnology	6.29	12.46
Cement & Cement Products	1.98	5.7
Leisure Services	2.05	-
Automobiles	6.26	2
Capital Markets	1.74	-
Finance	8.88	-
Fertilizers & Agrochemicals	1.72	2.67
Personal Products	1.77	3.45
Agricultural Food & other Products	2.12	2.27
Diversified Metals	2.64	-
Aerospace & Defense	3.11	-
Telecom - Services	3.57	-
Transport Services	2.5	-
Power	2.62	-
Textiles & Apparels	1.74	1.19
Insurance	1.49	-
Beverages	2.28	-
Consumer Durables	1.57	6.11
Financial Technology (Fintech)	1.99	-
Industrial Products	-	5
Diversified FMCG	-	4
Healthcare Services	-	3.17
Chemicals & Petrochemicals	-	5.38
Auto Components	-	6.36
Gas	-	5.61
IT - Services	-	0.89
Retailing	-	1.45
Food Products	-	0.8
Electrical Equipment	-	1.72
Oil	-	1.18
Diversified	-	0.62
Ferrous Metals	-	0.57