Tata Ethical Fund vs Quant ESG Equity Fund Regular compare
Tata Ethical Fund-Regular Plan - Growth Option
Invest NowQuant ESG Equity Fund Regular - Growth
Invest NowChart 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 | -7.29% | -8.08% |
6 Month | 3.38% | 3.92% |
1 Year | 21.61% | 29.88% |
3 Year | 11.46% | 20.03% |
5 Year | 19.21% | - |
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | 16.4% | 15.38% |
3 Year | 18.69% | 25.4% |
5 Year | 20.28% | - |
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
1 Year | 13.9% | 25.14% |
3 Year | 14.05% | 30.59% |
5 Year | 14.3% | - |
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.5% | 17.3% |
Sharp | 0.59% | 1.25% |
Beta | 0.88% | 0.94% |
Alpha | 0.46% | 12.45% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 | 9.98 |
Large Cap | 44.12 | 55.99 |
Mid Cap | 34.61 | 5.88 |
Small Cap | 13.97 | 28.14 |
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 6.24 | 9.98 |
Capital Goods | 14.79 | - |
Materials | 9.23 | - |
Technology | 22.83 | - |
Consumer Staples | 10.41 | - |
Healthcare | 10.15 | - |
Chemicals | 6.1 | - |
Automobile | 3.17 | - |
Metals & Mining | 3.57 | - |
Communication | 1.22 | - |
Energy | 4.5 | - |
Consumer Discretionary | 2.33 | - |
Services | 1.22 | - |
Diversified | 2.05 | - |
Textiles | 2.19 | - |
Petroleum Products | - | 9.32 |
Insurance | - | 16.89 |
Pharmaceuticals & Biotechnology | - | 11.59 |
Agricultural Food & other Products | - | 5 |
Food Products | - | 21.03 |
Finance | - | 11.77 |
Telecom - Services | - | 4.71 |
IT - Software | - | 0.88 |
Retailing | - | 7.83 |
Commercial Services & Supplies | - | 0.99 |
Top Comparisons
ICICI Prudential Bluechip Fund - Growth
3Y Returns15.51%
Axis Bluechip Fund - Regular Plan - Growth
3Y Returns6.03%
SBI Magnum Midcap Fund - Regular Plan - Growth
3Y Returns16.92%
DSP Midcap Fund - Regular Plan - Growth
3Y Returns14.72%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns6.17%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns6.16%
Kotak Equity Opportunities Fund - Growth
3Y Returns17.81%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns13.2%