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DSP Quant Fund vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
DSP Quant Fund - Regular Plan - Growth
Chart Comparison
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 | 1.87% | 2.36% |
| 6 Month | -9.99% | -6.27% |
| 1 Year | 2.78% | 6.52% |
| 3 Year | 10.02% | 9.01% |
| 5 Year | 20.94% | 17.66% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.9% | -1.7% |
| 1 Year | -15.19% | -7.42% |
| 3 Year | 8.35% | 8.45% |
| 5 Year | 12.3% | 9.76% |
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 | 0.15% | 0.154% |
| Beta | 0.87% | - |
| Alpha | -0.77% | - |
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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 | 9.42 | 3.99 |
| Large Cap | 39.68 | 63.22 |
| Mid Cap | 35.67 | 32.8 |
| Small Cap | 15.23 | - |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.42 | 1.19 |
| Industrials | 12.67 | 1.51 |
| Basic Materials | 12.39 | 7.63 |
| Energy | 5.98 | - |
| Consumer Defensive | 11.69 | 13.98 |
| Healthcare | 15.21 | 8.64 |
| Technology | 16.25 | 15.69 |
| Consumer Cyclical | 12.35 | 16.27 |
| Utilities | 4.03 | - |
| Financial Services | - | 31.18 |
| Real Estate | - | 1.59 |
| Communication Services | - | 2.33 |
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