Quant Quantamental Fund Regular vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
Quant Quantamental Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
---|---|---|
Fund | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3253 Cr | ₹2122 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 Aug 1996 | 20 Apr 2021 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Shariah TRI | NIFTY 200 TRI |
Turn Over | 11.72% | % |
Expense Ratio | 1.92 | 2 |
Manager | Abhinav Sharma | Sanjeev Sharma |
ISIN Code | INF277K01956 | INF966L01AH5 |
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 Quantamental 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 Quantamental Fund Regular - Growth |
---|---|---|
1 Month | 6.23% | 6.7% |
6 Month | -16.51% | -18.65% |
1 Year | 2.31% | -5.05% |
3 Year | 9.18% | 21.61% |
5 Year | 22.58% | - |
SIP Return Analysis
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
---|---|---|
6 Month | -7.74% | -6.65% |
1 Year | -16.45% | -21% |
3 Year | 8.58% | 16.36% |
5 Year | 12.85% | - |
Rolling Lumpsum Returns
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
---|---|---|
1 Year | 13.97% | 27.76% |
3 Year | 13.84% | 31.29% |
5 Year | 14.38% | - |
Risk Management
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.5% | 17.328% |
Sharp | 0.18% | 0.966% |
Beta | 0.87% | - |
Alpha | -0.47% | - |
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Fund Managers
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
---|---|---|
Name | Abhinav Sharma | Sanjeev Sharma |
Total AUM | ₹5613 Cr | ₹39731 Cr |
Funds Managed | 3 | 22 |
Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
Market Cap
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 6.72 | 20.63 |
Large Cap | 42.48 | 67.16 |
Mid Cap | 35.24 | 4.91 |
Small Cap | 15.55 | 7.29 |
Sector Allocation
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 6.72 | 20.63 |
Industrials | 15.26 | 10.49 |
Basic Materials | 12.47 | 1.38 |
Energy | 5.98 | 12.94 |
Consumer Defensive | 11.79 | 9.85 |
Healthcare | 15.05 | 6.32 |
Technology | 17.43 | - |
Consumer Cyclical | 11.39 | 5.52 |
Utilities | 3.91 | 6.93 |
Financial Services | - | 25.04 |
Communication Services | - | 0.9 |
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