Tata Ethical Fund vs Nippon India Quant Fund compare

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Nippon India Quant Fund -Growth Plan - Growth Option

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Tata Ethical Fund-Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	Very High Risk
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

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
1 Month	-2.42%	-5.45%
6 Month	-10.35%	-15.97%
1 Year	5.33%	0.94%
3 Year	17.46%	9.27%
5 Year	18.69%	16.2%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	-	-
1 Year	-8.08%	-14.12%
3 Year	17.37%	8.61%
5 Year	19.37%	13.51%

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%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation	13.02%	12.5%
Sharp	0.79%	0.31%
Beta	1.01%	0.87%
Alpha	3.74%	-0.75%

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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
Fund Manage	12	3
	Nippon India Quant Fund -Growth Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
Others	1.03	7.33
Large Cap	81.28	41.54
Mid Cap	17.69	36.13
Small Cap	-	15

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Tata Ethical Fund-Regular Plan - Growth Option
Others	1.03	7.33
Petroleum Products	4.96	2.13
IT - Software	11.95	16.98
Construction	3.48	-
Banks	21.88	-
Aerospace & Defense	3.85	-
Realty	2.25	-
Automobiles	7.45	-
Electrical Equipment	1.43	4.28
Finance	5.13	-
Diversified Metals	2.79	-
Consumer Durables	4.43	5.43
Personal Products	1.47	4.12
Industrial Products	1.85	6.01
Gas	1.92	4.7
Telecom - Services	4.07	-
Consumable Fuels	2.01	-
Pharmaceuticals & Biotechnology	3.89	12.47
Transport Services	1.95	-
Power	3.19	-
Retailing	2.06	1.7
Auto Components	2.18	6.17
Insurance	2.6	-
Beverages	2.18	-
Fertilizers & Agrochemicals	-	2.92
Diversified FMCG	-	4.49
Healthcare Services	-	2.99
Cement & Cement Products	-	4.73
Chemicals & Petrochemicals	-	4.69
IT - Services	-	1.29
Non - Ferrous Metals	-	1.1
Agricultural Food & other Products	-	2.27
Food Products	-	0.81
Oil	-	1.45
Diversified	-	0.73
Textiles & Apparels	-	1.21