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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 | ₹3579 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 | 1.93 |
| 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% | -2.63% |
| 6 Month | -100% | -1.42% |
| 1 Year | -100% | -11.74% |
| 3 Year | -100% | 10.79% |
| 5 Year | -100% | 17.85% |
SIP Return Analysis
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.23% | 2.79% |
| 1 Year | -11.46% | -4.28% |
| 3 Year | 10.52% | 9.09% |
| 5 Year | 11.18% | 11.79% |
Rolling Lumpsum Returns
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.45% | 13.53% |
| 3 Year | 13.52% | 13.59% |
| 5 Year | 13.06% | 14.6% |
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% | 0.71% |
| 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 | 6.08 | 8.11 |
| Large Cap | 50.12 | 40.57 |
| Mid Cap | 43.8 | 36.15 |
| Small Cap | - | 15.17 |
Sector Allocation
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 6.08 | 8.11 |
| Industrials | 4.37 | 12.95 |
| Financial Services | 30.79 | - |
| Basic Materials | 16.68 | 13.89 |
| Consumer Cyclical | 4.12 | 12.79 |
| Technology | 18.74 | 16.91 |
| Utilities | 6.66 | 4.35 |
| Energy | 0.8 | 6.26 |
| Healthcare | 7.47 | 14.3 |
| Communication Services | 4.29 | - |
| Consumer Defensive | - | 10.44 |
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