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Tata Ethical Fund vs Quant Quantamental Fund Regular compare
Tata Ethical Fund-Regular Plan - Growth Option
Quant Quantamental Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Fund | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3817 Cr | ₹2122 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Aug 1996 | 20 Apr 2021 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Shariah TRI | NIFTY 200 TRI |
| Turn Over | 11.72% | % |
| Expense Ratio | 1.93 | 2 |
| Manager | Abhinav Sharma | Sanjeev Sharma |
| ISIN Code | INF277K01956 | INF966L01AH5 |
| 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 Quantamental 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 Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Month | -1.46% | -3.81% |
| 6 Month | -0.34% | -0.87% |
| 1 Year | 1.37% | 5.22% |
| 3 Year | 11.8% | 18.22% |
| 5 Year | 13.39% | - |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | -1.62% | -4.32% |
| 1 Year | 0.24% | -2.1% |
| 3 Year | 4.75% | 7.74% |
| 5 Year | 8.23% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.6% | 21.27% |
| 3 Year | 15.93% | 25.11% |
| 5 Year | 16.06% | - |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 15.62% |
| Sharp | 0.53% | 0.81% |
| Beta | 0.85% | 1.12% |
| Alpha | 0.36% | 0.99% |
Fund Managers
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental 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 Quantamental Fund Regular - Growth |
Market Cap
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 8.92 | 48.3 |
| Large Cap | 49.56 | 48.04 |
| Small Cap | 11.97 | 0 |
| Mid Cap | 29.55 | 3.66 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 8.38 | 28.71 |
| Technology | 23.6 | - |
| Basic Materials | 11.07 | 0 |
| Energy | 4.17 | 7.81 |
| Consumer Defensive | 11.86 | - |
| Healthcare | 12.14 | 3.66 |
| Consumer Cyclical | 15.18 | 6.19 |
| Industrials | 10.56 | 7.48 |
| Utilities | 3.03 | 7.9 |
| Financial Services | - | 32.34 |
| Real Estate | - | 5.91 |
| Communication Services | - | 0 |
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