Axis Quant Fund vs Tata Ethical Fund compare

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)	₹3202 Cr	₹1092 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	2.14
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	-3.69%	-4.99%
6 Month	-7.83%	-7.81%
1 Year	7.88%	5.18%
3 Year	9.62%	11.05%
5 Year	17.86%	-

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-2.09%	-6.27%
3 Year	13.36%	14.26%
5 Year	16.72%	-

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
1 Year	13.9%	16.88%
3 Year	14.05%	17.26%
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	0.29%	0.92%
Beta	0.87%	0.87%
Alpha	-0.89%	1.26%

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	7.33	3.02
Large Cap	41.54	65.9
Mid Cap	36.13	21.53
Small Cap	15	9.55

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Axis Quant Fund - Regular Plan - Growth
Others	7.33	2.49
Electrical Equipment	4.28	-
Industrial Products	6.01	-
Consumer Durables	5.43	-
Fertilizers & Agrochemicals	2.92	-
Petroleum Products	2.13	-
Diversified FMCG	4.49	-
Pharmaceuticals & Biotechnology	12.47	-
IT - Software	16.98	-
Healthcare Services	2.99	-
Cement & Cement Products	4.73	-
Chemicals & Petrochemicals	4.69	-
Auto Components	6.17	-
Personal Products	4.12	-
Gas	4.7	-
IT - Services	1.29	-
Non - Ferrous Metals	1.1	-
Agricultural Food & other Products	2.27	-
Retailing	1.7	-
Food Products	0.81	-
Oil	1.45	-
Diversified	0.73	-
Textiles & Apparels	1.21	-
Energy	-	11.77
Healthcare	-	10.16
Construction	-	7.41
Financial	-	23.09
Consumer Staples	-	6.8
Capital Goods	-	6.49
Services	-	4.97
Automobile	-	12.59
Materials	-	5.8
Chemicals	-	1.8
Communication	-	1.27
Technology	-	3.81
Insurance	-	1.55