Tata Ethical Fund vs Quant ESG Equity Fund Regular 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 | 4.88% | 1.32% |
| 6 Month | 25.78% | 20.8% |
| 1 Year | 34.27% | 54.41% |
| 3 Year | 15.9% | 30.36% |
| 5 Year | 23.58% | - |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.81% | 21.9% |
| 3 Year | 31.9% | 53.64% |
| 5 Year | 69.56% | 74.14% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Year | 22.58% | 28.13% |
| 3 Year | 52.72% | 69.46% |
| 5 Year | 75.06% | 75.54% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 17.3% |
| Sharp | 0.78% | 1.25% |
| Beta | 0.87% | 0.94% |
| Alpha | 1.32% | 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 | 13.46 |
| Large Cap | 44.12 | 54.11 |
| Mid Cap | 34.61 | 10.01 |
| Small Cap | 13.97 | 22.4 |
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Others | 6.24 | -2.96 |
| Capital Goods | 14.79 | - |
| Materials | 9.23 | 0.43 |
| Technology | 22.83 | 7.98 |
| Consumer Staples | 10.41 | 13.5 |
| Healthcare | 10.15 | 16.19 |
| Chemicals | 6.1 | - |
| Automobile | 3.17 | - |
| Metals & Mining | 3.57 | - |
| Communication | 1.22 | - |
| Energy | 4.5 | 24.53 |
| Consumer Discretionary | 2.33 | - |
| Services | 1.22 | 17.06 |
| Diversified | 2.05 | - |
| Textiles | 2.19 | - |
| Financial | - | 18.3 |
| Insurance | - | 4.95 |
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