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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% 2.24%
6 Month -100% -5.08%
1 Year -100% -0.68%
3 Year -100% 13.17%
5 Year -100% 21.47%

SIP Return Analysis

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%

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% 0.34%
Beta - 0.86%
Alpha - -0.44%

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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 7.38
Large Cap 49.88 40.21
Mid Cap 44.78 37.41
Small Cap 0 15

Sector Allocation

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

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