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Tata Ethical Fund vs Nippon India Quant Fund compare
Nippon India Quant Fund -Growth Plan - Growth Option
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹89 Cr | ₹3253 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Apr 2008 | 21 Aug 1996 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200 | Nifty 500 Shariah TRI |
| Turn Over | 119% | 11.72% |
| Expense Ratio | 0.97 | 1.92 |
| Manager | Ashutosh Bhargava | Abhinav Sharma |
| ISIN Code | INF204K01760 | INF277K01956 |
| Exits Load | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 7.12% | 5.74% |
| 6 Month | -10.16% | -16.94% |
| 1 Year | 5.37% | 0.39% |
| 3 Year | 17.28% | 8.28% |
| 5 Year | 27.07% | 22.61% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -3.03% | -7.74% |
| 1 Year | -5.57% | -16.45% |
| 3 Year | 19.08% | 8.58% |
| 5 Year | 20.19% | 12.85% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.69% | 13.97% |
| 3 Year | 11.28% | 13.84% |
| 5 Year | 11.71% | 14.38% |
Risk Management
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.02% | 12.5% |
| Sharp | 0.71% | 0.18% |
| Beta | 1% | 0.87% |
| Alpha | 4.03% | -0.47% |
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Fund Managers
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Name | Ashutosh Bhargava | Abhinav Sharma |
| Total AUM | ₹121448 Cr | ₹5613 Cr |
| Funds Managed | 12 | 3 |
| Nippon India Quant Fund -Growth Plan - Growth Option | Tata Ethical Fund-Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 4.03 | 6.72 |
| Large Cap | 80.09 | 42.48 |
| Mid Cap | 15.88 | 35.24 |
| Small Cap | 0 | 15.55 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 1.59 | 6.72 |
| Energy | 4.39 | 5.98 |
| Technology | 14.22 | 17.43 |
| Industrials | 9.09 | 15.26 |
| Financial Services | 34.44 | - |
| Basic Materials | 4.46 | 12.47 |
| Healthcare | 6.8 | 15.05 |
| Real Estate | 1.62 | - |
| Consumer Cyclical | 12.52 | 11.39 |
| Consumer Defensive | 4.4 | 11.79 |
| Communication Services | 4 | - |
| Utilities | 2.45 | 3.91 |
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