Quant ESG Equity Fund Regular vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
Quant ESG Equity Fund Regular - Growth
Chart Comparison
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Fund | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2817 Cr | ₹278 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 May 1996 | 05 Nov 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open-ended |
| Benchmark | Nifty 500 Shariah TRI | NIFTY 100 ESG TRI |
| Turn Over | 11.72% | % |
| Expense Ratio | 1.95 | 2.39 |
| Manager | Abhinav Sharma | Sanjeev Sharma |
| ISIN Code | INF277K01956 | INF966L01AB8 |
| Exits Load | Exit load of 0.50% if redeemed within 90 days./365 | Exit load of 1%, if redeemed within 15 days./365 |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Month | -7.29% | -8.08% |
| 6 Month | 3.38% | 3.92% |
| 1 Year | 21.61% | 29.88% |
| 3 Year | 11.46% | 20.03% |
| 5 Year | 19.21% | - |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.4% | 15.38% |
| 3 Year | 18.69% | 25.4% |
| 5 Year | 20.28% | - |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.9% | 25.14% |
| 3 Year | 14.05% | 30.59% |
| 5 Year | 14.3% | - |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 17.3% |
| Sharp | 0.59% | 1.25% |
| Beta | 0.88% | 0.94% |
| Alpha | 0.46% | 12.45% |
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| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Name | Abhinav Sharma | Sanjeev Sharma |
| Total AUM | ₹5613 Cr | ₹39731 Cr |
| Fund Manage | 3 | 22 |
| Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Others | 7.3 | 9.98 |
| Large Cap | 44.12 | 55.99 |
| Mid Cap | 34.61 | 5.88 |
| Small Cap | 13.97 | 28.14 |
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Others | 6.24 | 9.98 |
| Capital Goods | 14.79 | - |
| Materials | 9.23 | - |
| Technology | 22.83 | - |
| Consumer Staples | 10.41 | - |
| Healthcare | 10.15 | - |
| Chemicals | 6.1 | - |
| Automobile | 3.17 | - |
| Metals & Mining | 3.57 | - |
| Communication | 1.22 | - |
| Energy | 4.5 | - |
| Consumer Discretionary | 2.33 | - |
| Services | 1.22 | - |
| Diversified | 2.05 | - |
| Textiles | 2.19 | - |
| Petroleum Products | - | 9.32 |
| Insurance | - | 16.89 |
| Pharmaceuticals & Biotechnology | - | 11.59 |
| Agricultural Food & other Products | - | 5 |
| Food Products | - | 21.03 |
| Finance | - | 11.77 |
| Telecom - Services | - | 4.71 |
| IT - Software | - | 0.88 |
| Retailing | - | 7.83 |
| Commercial Services & Supplies | - | 0.99 |
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