DSP Quant Fund vs Tata Ethical Fund compare

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Tata Ethical Fund-Regular Plan - Growth Option

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DSP 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	DSP Quant Fund - Regular Plan - Growth
Fund	Tata Ethical Fund-Regular Plan - Growth Option	DSP Quant Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹3253 Cr	₹1016 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	21 Aug 1996	10 Jun 2019
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	Nifty 500 Shariah TRI	BSE 200
Turn Over	11.72%	55%
Expense Ratio	1.92	1.28
Manager	Abhinav Sharma	Anil Ghelani
ISIN Code	INF277K01956	INF740KA1NN3
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	Data not available./365

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	DSP Quant Fund - Regular Plan - Growth
1 Month	-5.45%	-2.86%
6 Month	-15.97%	-9.62%
1 Year	0.94%	3.55%
3 Year	9.27%	7.07%
5 Year	16.2%	11.75%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	DSP Quant Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-14.21%	-8.37%
3 Year	8.67%	7.82%
5 Year	13.71%	10.47%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	DSP Quant Fund - Regular Plan - Growth
1 Year	13.97%	17.33%
3 Year	13.84%	12.57%
5 Year	14.38%	16.02%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	DSP Quant Fund - Regular Plan - Growth
Standard Deviation	12.5%	13.829%
Sharp	0.31%	0.154%
Beta	0.87%	-
Alpha	-0.75%	-

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Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	DSP Quant Fund - Regular Plan - Growth
Name	Abhinav Sharma	Anil Ghelani
Total AUM	₹5613 Cr	₹0 Cr
Fund Manage	3	5
	Tata Ethical Fund-Regular Plan - Growth Option	DSP Quant Fund - Regular Plan - Growth

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	DSP Quant Fund - Regular Plan - Growth
Others	7.33	0.71
Large Cap	41.54	77.08
Mid Cap	36.13	22.21
Small Cap	15	-

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	DSP Quant Fund - Regular Plan - Growth
Others	7.33	0.71
Electrical Equipment	4.28	-
Industrial Products	6.01	2.67
Consumer Durables	5.43	3.57
Fertilizers & Agrochemicals	2.92	1.6
Petroleum Products	2.13	-
Diversified FMCG	4.49	3.06
Pharmaceuticals & Biotechnology	12.47	11.19
IT - Software	16.98	13.64
Healthcare Services	2.99	-
Cement & Cement Products	4.73	2.76
Chemicals & Petrochemicals	4.69	1.85
Auto Components	6.17	1.19
Personal Products	4.12	3.2
Gas	4.7	-
IT - Services	1.29	1.06
Non - Ferrous Metals	1.1	-
Agricultural Food & other Products	2.27	1.4
Retailing	1.7	-
Food Products	0.81	2.06
Oil	1.45	-
Diversified	0.73	-
Textiles & Apparels	1.21	-
Construction	-	2.84
Banks	-	21.28
Ferrous Metals	-	2.14
Capital Markets	-	2.33
Automobiles	-	5.52
Finance	-	9.61
Insurance	-	4.77
Beverages	-	1.55