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Tata Ethical Fund vs Quant ESG Equity Fund Regular compare
Tata Ethical Fund-Regular Plan - Growth Option
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Fund | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹3616 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 | 1.93 | 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 Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Month | 2% | 3.09% |
| 6 Month | 3.74% | 5.99% |
| 1 Year | -5.23% | -4.21% |
| 3 Year | 10.92% | 14.56% |
| 5 Year | 16.77% | - |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.73% | -0.78% |
| 1 Year | 0.36% | 2.89% |
| 3 Year | 6.19% | 9.53% |
| 5 Year | 9.2% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.35% | 20.52% |
| 3 Year | 13.44% | 24.56% |
| 5 Year | 14.75% | - |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 18.756% |
| Sharp | 0.41% | 0.643% |
| Beta | 0.86% | 1.112% |
| Alpha | -0.78% | 6.426% |
Fund Managers
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Integration Strategy 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 Integration Strategy Fund Regular - Growth |
Market Cap
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 8.67 | 34.03 |
| Mid Cap | 30.58 | 4.36 |
| Large Cap | 46.63 | 58.94 |
| Small Cap | 14.12 | 2.66 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 8.67 | 16.19 |
| Industrials | 12.34 | - |
| Technology | 20.48 | 9.78 |
| Basic Materials | 11.57 | - |
| Energy | 5.21 | 3.48 |
| Consumer Defensive | 10.65 | 9.09 |
| Healthcare | 12.94 | 4.36 |
| Consumer Cyclical | 14.11 | 12.76 |
| Utilities | 4.04 | 14.59 |
| Financial Services | - | 20.83 |
| Real Estate | - | 8.9 |
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