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) | ₹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 | 3.22% | 1.53% |
6 Month | -1.05% | -8.95% |
1 Year | 7.23% | 0.44% |
3 Year | 20.37% | 10.34% |
5 Year | 24.22% | 19.83% |
SIP Return Analysis
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
6 Month | 2.21% | -2.05% |
1 Year | -0.71% | -13.09% |
3 Year | 20.05% | 9.2% |
5 Year | 20.43% | 12.68% |
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 | 0.7% | 0.15% |
Beta | 1% | 0.87% |
Alpha | 3.97% | -0.77% |
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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 | 5.89 | 9.42 |
Large Cap | 76.63 | 39.68 |
Mid Cap | 17.48 | 35.67 |
Small Cap | - | 15.23 |
Sector Allocation
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 2.97 | 9.42 |
Energy | 4.39 | 5.98 |
Technology | 14.19 | 16.25 |
Industrials | 9.81 | 12.67 |
Financial Services | 32.72 | - |
Basic Materials | 6.12 | 12.39 |
Healthcare | 6.32 | 15.21 |
Consumer Cyclical | 11.55 | 12.35 |
Real Estate | 0 | - |
Consumer Defensive | 5.93 | 11.69 |
Communication Services | 3.52 | - |
Utilities | 2.48 | 4.03 |
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