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DSP Quant Fund vs Tata Ethical Fund compare

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tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

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tortoise-icon 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 Very High
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

Trailing Lumpsum Returns

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option DSP Quant Fund - Regular Plan - Growth
1 Month 5.04% 3.5%
6 Month -17.49% -14.95%
1 Year 0.2% 0.48%
3 Year 8.05% 6.56%
5 Year 22.46% 18.99%

SIP Return Analysis

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option DSP Quant Fund - Regular Plan - Growth
6 Month -7.74% -5.14%
1 Year -16.45% -9.23%
3 Year 8.58% 8.3%
5 Year 12.85% 10.02%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option DSP Quant Fund - Regular Plan - Growth
Standard Deviation 12.5% 13.829%
Sharp 0.18% 0.154%
Beta 0.87% -
Alpha -0.47% -

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Fund Managers

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
Funds Managed 3 5
Tata Ethical Fund-Regular Plan - Growth Option DSP Quant Fund - Regular Plan - Growth

Market Cap

Scheme Name

Tata Ethical Fund-Regular Plan - Growth Option

DSP Quant Fund - Regular Plan - Growth

Others 6.72 3.99
Large Cap 42.48 63.22
Mid Cap 35.24 32.8
Small Cap 15.55 -

Sector Allocation

Scheme Name

Tata Ethical Fund-Regular Plan - Growth Option

DSP Quant Fund - Regular Plan - Growth

Others 6.72 1.19
Industrials 15.26 1.51
Basic Materials 12.47 7.63
Energy 5.98 -
Consumer Defensive 11.79 13.98
Healthcare 15.05 8.64
Technology 17.43 15.69
Consumer Cyclical 11.39 16.27
Utilities 3.91 -
Financial Services - 31.18
Real Estate - 1.59
Communication Services - 2.33

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