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) | ₹3202 Cr | ₹309 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Aug 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 | 1.92 | 2.39 |
| Manager | Abhinav Sharma | Sanjeev Sharma |
| ISIN Code | INF277K01956 | INF966L01AB8 |
| Exits Load | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Month | -4.7% | -4.55% |
| 6 Month | -9.54% | -15.21% |
| 1 Year | 6.66% | 6.08% |
| 3 Year | 9.87% | 17.32% |
| 5 Year | 17.61% | - |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 1.98% | -3.92% |
| 3 Year | 15.15% | 19.71% |
| 5 Year | 17.72% | - |
| 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 | 0.29% | 1.25% |
| Beta | 0.87% | 0.94% |
| Alpha | -0.89% | 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 | 7.33 | 9.98 |
| Large Cap | 41.54 | 55.99 |
| Mid Cap | 36.13 | 5.88 |
| Small Cap | 15 | 28.14 |
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Others | 7.33 | 9.98 |
| Electrical Equipment | 4.28 | - |
| Industrial Products | 6.01 | - |
| Consumer Durables | 5.43 | - |
| Fertilizers & Agrochemicals | 2.92 | - |
| Petroleum Products | 2.13 | 9.32 |
| Diversified FMCG | 4.49 | - |
| Pharmaceuticals & Biotechnology | 12.47 | 11.59 |
| IT - Software | 16.98 | 0.88 |
| Healthcare Services | 2.99 | - |
| Cement & Cement Products | 4.73 | - |
| Chemicals & Petrochemicals | 4.69 | - |
| Auto Components | 6.17 | - |
| Personal Products | 4.12 | - |
| Gas | 4.7 | - |
| IT - Services | 1.29 | - |
| Non - Ferrous Metals | 1.1 | - |
| Agricultural Food & other Products | 2.27 | 5 |
| Retailing | 1.7 | 7.83 |
| Food Products | 0.81 | 21.03 |
| Oil | 1.45 | - |
| Diversified | 0.73 | - |
| Textiles & Apparels | 1.21 | - |
| Insurance | - | 16.89 |
| Finance | - | 11.77 |
| Telecom - Services | - | 4.71 |
| Commercial Services & Supplies | - | 0.99 |
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