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 | 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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