Tata Ethical Fund vs Nippon India Quant Fund compare

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tortoise-icon Nippon India Quant Fund -Growth Plan - Growth Option

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tortoise-icon 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 Very High
Asset Size (Cr) ₹71 Cr ₹2817 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 02 Feb 2005 24 May 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 0.98 1.95
Manager Ashutosh Bhargava Abhinav Sharma
ISIN Code INF204K01760 INF277K01956
Exits Load Exit load of 0.25% if redeemed within 1 month/365 Exit load of 0.50% if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option
1 Month -6.04% -7.29%
6 Month 5.37% 3.38%
1 Year 30.94% 21.61%
3 Year 18.42% 11.46%
5 Year 21.21% 19.21%

SIP Return Analysis

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option
6 Month - -
1 Year 20.67% 16.4%
3 Year 26.77% 18.69%
5 Year 24.98% 20.28%

Rolling Lumpsum Returns

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option
1 Year 12.36% 13.9%
3 Year 11.1% 14.05%
5 Year 11.62% 14.3%

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 0.9% 0.59%
Beta 1% 0.88%
Alpha 4.58% 0.46%

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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
Fund Manage 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 3.89 7.3
Large Cap 80.36 44.12
Mid Cap 15.75 34.61
Small Cap - 13.97

Sector Allocation

Scheme Name

Nippon India Quant Fund -Growth Plan - Growth Option

Tata Ethical Fund-Regular Plan - Growth Option

Others 3.89 6.24
Energy 11.29 4.5
Technology 6.1 22.83
Construction 6.93 -
Financial 32.02 -
Capital Goods 8.08 14.79
Consumer Staples 9.19 10.41
Automobile 11.03 3.17
Metals & Mining 3.33 3.57
Healthcare 3.41 10.15
Materials 2.8 9.23
Services 1.93 1.22
Chemicals - 6.1
Communication - 1.22
Consumer Discretionary - 2.33
Diversified - 2.05
Textiles - 2.19

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