QUANT COMMODITIES FUND REGULAR PLAN GROWTH vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
QUANT COMMODITIES FUND REGULAR PLAN GROWTH
Chart Comparison
Overview
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
Fund | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3253 Cr | ₹493 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 Aug 1996 | 27 Dec 2023 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Shariah TRI | NIFTY Commodities TRI |
Turn Over | 11.72% | % |
Expense Ratio | 1.92 | 2.4 |
Manager | Abhinav Sharma | Sanjeev Sharma |
ISIN Code | INF277K01956 | INF966L01DC0 |
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 | Quant Commodities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
1 Month | 5.04% | 7.81% |
6 Month | -17.49% | -19.84% |
1 Year | 0.2% | 4.65% |
3 Year | 8.05% | - |
5 Year | 22.46% | - |
SIP Return Analysis
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
6 Month | -7.74% | -8.64% |
1 Year | -16.45% | -16.77% |
3 Year | 8.58% | - |
5 Year | 12.85% | - |
Rolling Lumpsum Returns
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
1 Year | 13.97% | 32.49% |
3 Year | 13.84% | - |
5 Year | 14.38% | - |
Risk Management
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
Standard Deviation | 12.5% | - |
Sharp | 0.18% | - |
Beta | 0.87% | - |
Alpha | -0.47% | - |
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Fund Managers
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
Name | Abhinav Sharma | Sanjeev Sharma |
Total AUM | ₹5613 Cr | ₹39731 Cr |
Funds Managed | 3 | 22 |
Tata Ethical Fund-Regular Plan - Growth Option | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
Market Cap
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 6.72 | 8.46 |
Large Cap | 42.48 | 39.86 |
Mid Cap | 35.24 | 6 |
Small Cap | 15.55 | 45.67 |
Sector Allocation
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 6.72 | 8.46 |
Industrials | 15.26 | - |
Basic Materials | 12.47 | 51.68 |
Energy | 5.98 | 17.77 |
Consumer Defensive | 11.79 | - |
Healthcare | 15.05 | - |
Technology | 17.43 | - |
Consumer Cyclical | 11.39 | - |
Utilities | 3.91 | 22.1 |
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