Tata Ethical Fund vs Quant ESG Equity Fund Regular compare
Tata Ethical Fund-Regular Plan - Growth Option
Quant ESG Equity Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Fund | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3253 Cr | ₹288 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 Aug 1996 | 05 Nov 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Shariah TRI | NIFTY 100 ESG TRI |
Turn Over | 11.72% | % |
Expense Ratio | 1.92 | 2.42 |
Manager | Abhinav Sharma | Sanjeev Sharma |
ISIN Code | INF277K01956 | INF966L01AB8 |
Exits Load | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
1 Month | 4.94% | 5.18% |
6 Month | -2.86% | -2.07% |
1 Year | 0.71% | 2.88% |
3 Year | 14.08% | 20.71% |
5 Year | 22.29% | - |
SIP Return Analysis
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
6 Month | 2.74% | 4.88% |
1 Year | -6.03% | -4.71% |
3 Year | 10.92% | 15.65% |
5 Year | 13.32% | - |
Rolling Lumpsum Returns
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
1 Year | 13.97% | 24.8% |
3 Year | 13.84% | 29.82% |
5 Year | 14.38% | - |
Risk Management
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.5% | 18.756% |
Sharp | 0.34% | 0.643% |
Beta | 0.86% | 1.112% |
Alpha | -0.44% | 6.426% |
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Fund Managers
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Name | Abhinav Sharma | Sanjeev Sharma |
Total AUM | ₹5613 Cr | ₹39731 Cr |
Funds Managed | 3 | 22 |
Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
Market Cap
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 7.38 | 13.27 |
Mid Cap | 37.41 | 21.29 |
Large Cap | 40.21 | 45.01 |
Small Cap | 15 | 20.43 |
Sector Allocation
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 7.38 | 13.27 |
Industrial Products | 5 | - |
Consumer Durables | 6.11 | - |
Fertilizers & Agrochemicals | 2.67 | - |
Petroleum Products | 3.77 | - |
Diversified FMCG | 4 | - |
Pharmaceuticals & Biotechnology | 12.46 | - |
IT - Software | 15.81 | - |
Healthcare Services | 3.17 | - |
Cement & Cement Products | 5.7 | - |
Chemicals & Petrochemicals | 5.38 | - |
Auto Components | 6.36 | - |
Personal Products | 3.45 | - |
Gas | 5.61 | - |
IT - Services | 0.89 | - |
Non - Ferrous Metals | 0.44 | - |
Automobiles | 2 | - |
Agricultural Food & other Products | 2.27 | - |
Retailing | 1.45 | - |
Food Products | 0.8 | - |
Electrical Equipment | 1.72 | - |
Oil | 1.18 | - |
Diversified | 0.62 | - |
Ferrous Metals | 0.57 | - |
Textiles & Apparels | 1.19 | - |
Energy | - | 9.56 |
Healthcare | - | 19.88 |
Financial Services | - | 32.57 |
Consumer Defensive | - | 8.79 |
Technology | - | 3.22 |
Consumer Cyclical | - | 6.97 |
Utilities | - | 5.74 |
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