Tata Ethical Fund vs Quant Quantamental Fund Regular compare

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Tata Ethical Fund-Regular Plan - Growth Option

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Quant Quantamental Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3616 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

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Quant Quantamental Fund Regular - Growth
1 Month	1.01%	1.56%
6 Month	4.34%	8.16%
1 Year	-5.03%	-1.06%
3 Year	10.84%	19.79%
5 Year	16.55%	-

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Quant Quantamental Fund Regular - Growth
6 Month	0.97%	2.78%
1 Year	3.68%	10.71%
3 Year	7.47%	13.3%
5 Year	9.88%	-

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Quant Quantamental Fund Regular - Growth
1 Year	13.35%	23.61%
3 Year	13.44%	26.26%
5 Year	14.75%	-

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Quant Quantamental Fund Regular - Growth
Standard Deviation	12.5%	17.328%
Sharp	0.41%	0.966%
Beta	0.86%	-
Alpha	-0.78%	-

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

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Quant Quantamental Fund Regular - Growth
Others	8.65	43.02
Mid Cap	29.74	4.3
Large Cap	43.48	50.9
Small Cap	18.13	1.78

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Quant Quantamental Fund Regular - Growth
Others	8.65	30.55
Industrial Products	5.15	-
IT - Software	20.48	-
Consumer Durables	5.91	-
Fertilizers & Agrochemicals	1.21	-
Petroleum Products	3.09	-
Diversified FMCG	3.96	-
Non - Ferrous Metals	1.69	-
Pharmaceuticals & Biotechnology	9.72	-
Healthcare Services	3.24	-
Chemicals & Petrochemicals	5.13	-
Auto Components	7.13	-
Personal Products	2.94	-
Gas	5.03	-
IT - Services	0.72	-
Automobiles	2.62	-
Agricultural Food & other Products	2.11	-
Retailing	1.56	-
Food Products	0.73	-
Electrical Equipment	1.68	-
Oil	1.13	-
Diversified	0.56	-
Cement & Cement Products	2.78	-
Ferrous Metals	1.77	-
Textiles & Apparels	1.01	-
Energy	-	18.69
Industrials	-	6.83
Financial Services	-	16.85
Real Estate	-	5.91
Healthcare	-	4.3
Communication Services	-	0.9
Technology	-	0.88
Consumer Cyclical	-	5.85
Utilities	-	9.25