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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) | ₹3572 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 | -0.75% | -4.1% |
| 6 Month | 10.5% | 10.86% |
| 1 Year | -12.41% | -13.67% |
| 3 Year | 11.21% | 20.33% |
| 5 Year | 17.14% | - |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.68% | -1.47% |
| 1 Year | -2.81% | -4.24% |
| 3 Year | 7.85% | 12.05% |
| 5 Year | 10.77% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.53% | 24.9% |
| 3 Year | 13.59% | 27.02% |
| 5 Year | 14.6% | - |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 17.328% |
| Sharp | 0.48% | 0.966% |
| Beta | 0.85% | - |
| Alpha | -0.39% | - |
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 | 6.05 | 14.21 |
| Mid Cap | 35.11 | 4.03 |
| Large Cap | 43.87 | 70.4 |
| Small Cap | 14.97 | 11.36 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 6.05 | 14.21 |
| Industrials | 12.54 | 6.11 |
| Technology | 19.3 | 0.76 |
| Basic Materials | 14.11 | 0.16 |
| Energy | 6.2 | 20.44 |
| Consumer Defensive | 11.01 | - |
| Healthcare | 13.81 | 4.03 |
| Consumer Cyclical | 12.89 | 8.35 |
| Utilities | 4.1 | 6.77 |
| Financial Services | - | 32.44 |
| Real Estate | - | 5.85 |
| Communication Services | - | 0.87 |
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