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Tata Ethical Fund vs Nippon India Quant Fund compare

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tortoise-icon Nippon India Quant Fund -Growth Plan - Growth Option

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

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 0.93% 0.34%
Beta 0.99% 0.86%
Alpha 4.55% -0.44%

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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 1.01 7.38
Large Cap 80.88 40.21
Mid Cap 18.11 37.41
Small Cap - 15

Sector Allocation

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

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