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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 | ₹3817 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 | -3.57% | -3.39% |
| 6 Month | -0.46% | -1.71% |
| 1 Year | 9.16% | -1.39% |
| 3 Year | 18.58% | 10.99% |
| 5 Year | 18.27% | 12.22% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.48% | -1.62% |
| 1 Year | 3.85% | 0.24% |
| 3 Year | 12.92% | 4.75% |
| 5 Year | 15.93% | 8.23% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.93% | 14.6% |
| 3 Year | 11.91% | 15.93% |
| 5 Year | 12.02% | 16.06% |
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 | 3.91% | 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 | 8.92 |
| Large Cap | 74.94 | 49.56 |
| Mid Cap | 19.67 | 29.55 |
| Small Cap | - | 11.97 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 1.16 | 8.38 |
| Energy | 8.89 | 4.17 |
| Technology | 7.8 | 23.6 |
| Industrials | 16.15 | 10.56 |
| Consumer Defensive | 3.97 | 11.86 |
| Financial Services | 31.64 | - |
| Healthcare | 3.93 | 12.14 |
| Consumer Cyclical | 14.45 | 15.18 |
| Basic Materials | 5.41 | 11.07 |
| Communication Services | 4.21 | - |
| Utilities | 2.4 | 3.03 |
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