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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) | ₹3253 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 | 1.92 | 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 | 1.53% | 1.92% |
| 6 Month | -8.95% | -9.07% |
| 1 Year | 0.44% | -9.46% |
| 3 Year | 10.34% | 20.4% |
| 5 Year | 19.83% | - |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | -2.05% | -0.5% |
| 1 Year | -13.09% | -15.79% |
| 3 Year | 9.2% | 16.4% |
| 5 Year | 12.68% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.97% | 27.76% |
| 3 Year | 13.84% | 31.29% |
| 5 Year | 14.38% | - |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 17.328% |
| Sharp | 0.15% | 0.966% |
| Beta | 0.87% | - |
| Alpha | -0.77% | - |
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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 | 9.42 | 20.63 |
| Large Cap | 39.68 | 67.16 |
| Mid Cap | 35.67 | 4.91 |
| Small Cap | 15.23 | 7.29 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 9.42 | 20.63 |
| Industrials | 12.67 | 10.49 |
| Basic Materials | 12.39 | 1.38 |
| Energy | 5.98 | 12.94 |
| Consumer Defensive | 11.69 | 9.85 |
| Healthcare | 15.21 | 6.32 |
| Technology | 16.25 | - |
| Consumer Cyclical | 12.35 | 5.52 |
| Utilities | 4.03 | 6.93 |
| Financial Services | - | 25.04 |
| Communication Services | - | 0.9 |
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