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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) | ₹101 Cr | ₹3572 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 | -1.61% | -2.72% |
| 6 Month | 10.49% | 3.65% |
| 1 Year | 2.05% | -10.22% |
| 3 Year | 19.58% | 9.97% |
| 5 Year | 22.21% | 17.22% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.83% | 0.37% |
| 1 Year | 4.86% | -6.53% |
| 3 Year | 17.3% | 7.08% |
| 5 Year | 18.45% | 10.28% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.68% | 13.53% |
| 3 Year | 11.62% | 13.59% |
| 5 Year | 11.87% | 14.6% |
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 | 1.11% | 0.48% |
| Beta | 0.99% | 0.85% |
| Alpha | 4.36% | -0.39% |
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 | 6.99 | 6.05 |
| Large Cap | 76.26 | 43.87 |
| Mid Cap | 16.75 | 35.11 |
| Small Cap | - | 14.97 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 1.04 | 6.05 |
| Energy | 7.61 | 6.2 |
| Technology | 8.41 | 19.3 |
| Basic Materials | 5.99 | 14.11 |
| Industrials | 13 | 12.54 |
| Financial Services | 35.14 | - |
| Healthcare | 5.31 | 13.81 |
| Consumer Cyclical | 9.85 | 12.89 |
| Consumer Defensive | 2.83 | 11.01 |
| Utilities | 4.65 | 4.1 |
| Real Estate | 2.01 | - |
| Communication Services | 4.15 | - |
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