Tata Quant Fund vs Tata Ethical Fund compare

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Tata Quant Fund-Regular Plan-Growth

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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

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
1 Month	-100%	2.24%
6 Month	-100%	-5.08%
1 Year	-100%	-0.68%
3 Year	-100%	13.17%
5 Year	-100%	21.47%

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	-4.23%	2.74%
1 Year	-11.46%	-6.03%
3 Year	10.52%	10.92%
5 Year	11.18%	13.32%

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%

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation	14.21%	12.5%
Sharp	0.361%	0.34%
Beta	-	0.86%
Alpha	-	-0.44%

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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

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Others	5.33	7.38
Large Cap	49.88	40.21
Mid Cap	44.78	37.41
Small Cap	0	15

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Others	5.33	7.38
Industrials	4.39	-
Basic Materials	15.9	-
Financial Services	30.17	-
Energy	0.84	-
Consumer Cyclical	4.18	-
Healthcare	8.14	-
Technology	19.92	-
Utilities	6.67	-
Consumer Defensive	0	-
Communication Services	4.46	-
Real Estate	0	-
Industrial Products	-	5
Consumer Durables	-	6.11
Fertilizers & Agrochemicals	-	2.67
Petroleum Products	-	3.77
Diversified FMCG	-	4
Pharmaceuticals & Biotechnology	-	12.46
IT - Software	-	15.81
Healthcare Services	-	3.17
Cement & Cement Products	-	5.7
Chemicals & Petrochemicals	-	5.38
Auto Components	-	6.36
Personal Products	-	3.45
Gas	-	5.61
IT - Services	-	0.89
Non - Ferrous Metals	-	0.44
Automobiles	-	2
Agricultural Food & other Products	-	2.27
Retailing	-	1.45
Food Products	-	0.8
Electrical Equipment	-	1.72
Oil	-	1.18
Diversified	-	0.62
Ferrous Metals	-	0.57
Textiles & Apparels	-	1.19