Axis Quant Fund vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
Axis Quant Fund - Regular Plan - Growth
Chart Comparison
| 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) | ₹2817 Cr | ₹1118 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 24 May 1996 | 30 Jun 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 | 1.95 | 2.17 |
| Manager | Abhinav Sharma | Vinayak Jayanath |
| ISIN Code | INF277K01956 | INF846K011A2 |
| Exits Load | Exit load of 0.50% if redeemed within 90 days./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365 |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -6.92% | 2.9% |
| 6 Month | 9.94% | 14.95% |
| 1 Year | 31.25% | 40.61% |
| 3 Year | 14.11% | 18.21% |
| 5 Year | 19.61% | - |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.81% | 15.4% |
| 3 Year | 31.9% | 37.08% |
| 5 Year | 69.56% | 37.08% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.86% | 16.6% |
| 3 Year | 14.11% | 17.33% |
| 5 Year | 14.3% | - |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 13.17% |
| Sharp | 0.71% | 0.92% |
| Beta | 0.87% | 0.87% |
| Alpha | 0.6% | 1.26% |
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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 |
| Fund Manage | 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 | 7.3 | 3.02 |
| Large Cap | 44.12 | 65.9 |
| Mid Cap | 34.61 | 21.53 |
| Small Cap | 13.97 | 9.55 |
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.24 | 2.49 |
| Capital Goods | 14.79 | 6.49 |
| Materials | 9.23 | 5.8 |
| Technology | 22.83 | 3.81 |
| Consumer Staples | 10.41 | 6.8 |
| Healthcare | 10.15 | 10.16 |
| Chemicals | 6.1 | 1.8 |
| Automobile | 3.17 | 12.59 |
| Metals & Mining | 3.57 | - |
| Communication | 1.22 | 1.27 |
| Energy | 4.5 | 11.77 |
| Consumer Discretionary | 2.33 | - |
| Services | 1.22 | 4.97 |
| Diversified | 2.05 | - |
| Textiles | 2.19 | - |
| Construction | - | 7.41 |
| Financial | - | 23.09 |
| Insurance | - | 1.55 |
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