Axis Quant Fund vs Tata Ethical Fund compare

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Tata Ethical Fund-Regular Plan - Growth Option

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Axis Quant Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
Fund	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3253 Cr	₹975 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	21 Aug 1996	01 Jul 2021
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	Nifty 500 Shariah TRI	BSE 200
Turn Over	11.72%	126%
Expense Ratio	1.92	2.2
Manager	Abhinav Sharma	Vinayak Jayanath
ISIN Code	INF277K01956	INF846K011A2
Exits Load	Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365	Axis Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
1 Month	5.36%	6.73%
6 Month	-15.68%	-16.19%
1 Year	-0.42%	-5.62%
3 Year	8.26%	10%
5 Year	22.99%	-

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
6 Month	-7.74%	-7.86%
1 Year	-16.45%	-17.95%
3 Year	8.58%	9.46%
5 Year	12.85%	-

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
1 Year	13.97%	16.7%
3 Year	13.84%	14.68%
5 Year	14.38%	-

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
Standard Deviation	12.5%	13.955%
Sharp	0.18%	0.395%
Beta	0.87%	-
Alpha	-0.47%	-

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Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
Name	Abhinav Sharma	Vinayak Jayanath
Total AUM	₹5613 Cr	₹0 Cr
Funds Managed	3	18
	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
Others	9.44	1.63
Mid Cap	35.67	29.7
Large Cap	39.67	51.98
Small Cap	15.22	16.7

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
Others	9.44	1.63
Industrial Products	4.86	-
Consumer Durables	5.68	-
Fertilizers & Agrochemicals	2.31	-
Petroleum Products	3.63	-
Diversified FMCG	4.18	-
Pharmaceuticals & Biotechnology	12.4	-
IT - Software	16.25	-
Healthcare Services	2.8	-
Cement & Cement Products	5.46	-
Chemicals & Petrochemicals	5.45	-
Auto Components	6.29	-
Personal Products	3.46	-
Gas	5.26	-
IT - Services	0.96	-
Non - Ferrous Metals	0.92	-
Automobiles	1.83	-
Agricultural Food & other Products	2.38	-
Retailing	1.41	-
Food Products	0.84	-
Electrical Equipment	1.23	-
Oil	1.13	-
Diversified	0.61	-
Textiles & Apparels	1.22	-
Energy	-	2.87
Technology	-	14.84
Financial Services	-	28.24
Healthcare	-	11.41
Basic Materials	-	4.38
Consumer Cyclical	-	18.19
Consumer Defensive	-	8.16
Industrials	-	3.05
Communication Services	-	5.89
Utilities	-	1.35