Axis Quant Fund vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
Axis Quant Fund - Regular Plan - Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.8% | 3.07% |
6 Month | -8.65% | -8.53% |
1 Year | 0.78% | -3.01% |
3 Year | 10.14% | 12.49% |
5 Year | 20.57% | - |
SIP Return Analysis
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
6 Month | -2.05% | -0.83% |
1 Year | -13.09% | -12.17% |
3 Year | 9.2% | 10.61% |
5 Year | 12.68% | - |
Rolling Lumpsum Returns
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% | - |
Risk Management
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.5% | 13.955% |
Sharp | 0.15% | 0.395% |
Beta | 0.87% | - |
Alpha | -0.77% | - |
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Fund Managers
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 |
Market Cap
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Others | 9.42 | 1.63 |
Large Cap | 39.68 | 51.98 |
Mid Cap | 35.67 | 29.7 |
Small Cap | 15.23 | 16.7 |
Sector Allocation
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Others | 9.42 | 1.63 |
Industrials | 12.67 | 3.05 |
Basic Materials | 12.39 | 4.38 |
Energy | 5.98 | 2.87 |
Consumer Defensive | 11.69 | 8.16 |
Healthcare | 15.21 | 11.41 |
Technology | 16.25 | 14.84 |
Consumer Cyclical | 12.35 | 18.19 |
Utilities | 4.03 | 1.35 |
Financial Services | - | 28.24 |
Communication Services | - | 5.89 |
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