Tata Quant Fund vs Tata Ethical Fund compare
Tata Quant Fund-Regular Plan-Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Nippon India Multi Asset Active FOF - Regular Plan - Growth
3Y Returns20.77%
HSBC Multi Asset Active FOF - Growth
3Y Returns15.1%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns10.93%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns11.1%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns6.91%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns6.93%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns22.45%
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
3Y Returns15.43%