Tata Ethical Fund vs Quant ESG Equity Fund Regular compare

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tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

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tortoise-icon Quant ESG Equity Fund Regular - Growth

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Chart Comparison

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

Overview

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

Trailing Lumpsum Returns

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
1 Month -6.92% 1.32%
6 Month 9.94% 20.8%
1 Year 31.25% 54.41%
3 Year 14.11% 30.36%
5 Year 19.61% -

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
1 Year 13.86% 25.18%
3 Year 14.11% 30.65%
5 Year 14.3% -

Risk Management

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Quant ESG Equity Fund Regular - Growth
Standard Deviation 12.5% 17.3%
Sharp 0.71% 1.25%
Beta 0.87% 0.94%
Alpha 0.6% 12.45%

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Fund Managers

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

Market Cap

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

Sector Allocation

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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