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Tata Quant Fund vs Tata Ethical Fund compare

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tortoise-icon Tata Quant Fund-Regular Plan-Growth

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

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Chart Comparison

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

Overview

Scheme Name Tata Quant Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
Fund Tata Quant Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹66 Cr ₹3253 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Jan 2020 21 Aug 1996
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark BSE 200 Nifty 500 Shariah TRI
Turn Over 349.61% 11.72%
Expense Ratio 2.4 1.92
Manager Sailesh Jain Abhinav Sharma
ISIN Code INF277K016Y9 INF277K01956
Exits Load Tata Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Month -100% 1.53%
6 Month -100% -8.95%
1 Year -100% 0.44%
3 Year -100% 10.34%
5 Year -100% 19.83%

SIP Return Analysis

Scheme Name Tata Quant Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
6 Month -4.23% -2.05%
1 Year -11.46% -13.09%
3 Year 10.52% 9.2%
5 Year 11.18% 12.68%

Rolling Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Year 18.99% 13.97%
3 Year 13.85% 13.84%
5 Year 7.67% 14.38%

Risk Management

Scheme Name Tata Quant Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation 14.21% 12.5%
Sharp 0.361% 0.15%
Beta - 0.87%
Alpha - -0.77%

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Fund Managers

Scheme Name Tata Quant Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
Name Sailesh Jain Abhinav Sharma
Total AUM ₹17041 Cr ₹5613 Cr
Funds Managed 7 3
Tata Quant Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Quant Fund-Regular Plan-Growth

Tata Ethical Fund-Regular Plan - Growth Option

Others 5.33 9.42
Large Cap 49.88 39.68
Mid Cap 44.78 35.67
Small Cap 0 15.23

Sector Allocation

Scheme Name

Tata Quant Fund-Regular Plan-Growth

Tata Ethical Fund-Regular Plan - Growth Option

Others 5.33 9.42
Industrials 4.39 12.67
Basic Materials 15.9 12.39
Financial Services 30.17 -
Energy 0.84 5.98
Consumer Cyclical 4.18 12.35
Healthcare 8.14 15.21
Technology 19.92 16.25
Utilities 6.67 4.03
Consumer Defensive 0 11.69
Communication Services 4.46 -
Real Estate 0 -

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