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Tata Ethical Fund vs Quant Quantamental Fund Regular compare

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tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

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tortoise-icon 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) ₹3601 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 3.67% 2.24%
6 Month 11.26% 13.38%
1 Year -11.28% -11.1%
3 Year 10.74% 18.83%
5 Year 17.1% -

SIP Return Analysis

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Quant Quantamental Fund Regular - Growth
6 Month 3.53% 1.59%
1 Year 3.64% 4.45%
3 Year 9.24% 13.77%
5 Year 11.24% -

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 0.41% 0.966%
Beta 0.85% -
Alpha -0.36% -

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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