Tata Ethical Fund vs Quant Quantamental Fund Regular compare

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

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tortoise-icon Quant Quantamental 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 Quantamental Fund Regular - Growth
Fund Tata Ethical Fund-Regular Plan - Growth Option Quant Quantamental Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2817 Cr ₹2553 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 24 May 1996 20 Apr 2021
Category Other Themes Other Themes
Fund Type Open Ended Open-ended
Benchmark Nifty 500 Shariah TRI NIFTY 200 TRI
Turn Over 11.72% %
Expense Ratio 1.95 1.96
Manager Abhinav Sharma Sanjeev Sharma
ISIN Code INF277K01956 INF966L01AH5
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 Quantamental Fund Regular - Growth
1 Month -7.29% -9.6%
6 Month 3.38% -8.13%
1 Year 21.61% 25.22%
3 Year 11.46% 23.88%
5 Year 19.21% -

SIP Return Analysis

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Quant Quantamental Fund Regular - Growth
6 Month - -
1 Year 16.4% 7.38%
3 Year 18.69% 29.18%
5 Year 20.28% -

Rolling Lumpsum Returns

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Quant Quantamental Fund Regular - Growth
1 Year 13.9% 28.68%
3 Year 14.05% 32.4%
5 Year 14.3% -

Risk Management

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Quant Quantamental Fund Regular - Growth
Standard Deviation 12.5% 15.62%
Sharp 0.59% 1.52%
Beta 0.88% 0.88%
Alpha 0.46% 12.52%

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Fund Managers

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Quant Quantamental 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 Quantamental Fund Regular - Growth

Market Cap

Scheme Name

Tata Ethical Fund-Regular Plan - Growth Option

Quant Quantamental Fund Regular - Growth

Others 7.3 17.86
Large Cap 44.12 69.79
Mid Cap 34.61 2.86
Small Cap 13.97 9.5

Sector Allocation

Scheme Name

Tata Ethical Fund-Regular Plan - Growth Option

Quant Quantamental Fund Regular - Growth

Others 6.24 17.86
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 - 8.87
Pharmaceuticals & Biotechnology - 4.72
Construction - 8.33
Diversified FMCG - 14.4
Cement & Cement Products - 1.02
Insurance - 11.99
Finance - 13.99
Food Products - 5.51
Entertainment - 0.92
Power - 7.3
Auto Components - 3.96
Beverages - 1.14

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