Tata Quant Fund vs Tata Ethical Fund compare
Tata Quant Fund-Regular Plan-Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Quant Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹63 Cr | ₹2817 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 22 Jan 2020 | 24 May 1996 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200 | Nifty 500 Shariah TRI |
| Turn Over | 349.61% | 11.72% |
| Expense Ratio | 2.38 | 1.95 |
| Manager | Sailesh Jain | Abhinav Sharma |
| ISIN Code | INF277K016Y9 | INF277K01956 |
| Exits Load | For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 | Exit load of 0.50% if redeemed within 90 days./365 |
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.48% | 4.88% |
| 6 Month | 23.86% | 25.78% |
| 1 Year | 35.04% | 34.27% |
| 3 Year | 16.51% | 15.9% |
| 5 Year | - | 23.58% |
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.63% | 14.81% |
| 3 Year | 32.14% | 31.9% |
| 5 Year | 45% | 69.56% |
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.47% | 22.58% |
| 3 Year | 39.47% | 52.72% |
| 5 Year | 51% | 75.06% |
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.53% | 12.5% |
| Sharp | 0.68% | 0.78% |
| Beta | 0.8% | 0.87% |
| Alpha | -0.77% | 1.32% |
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| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Name | Sailesh Jain | Abhinav Sharma |
| Total AUM | ₹17041 Cr | ₹5613 Cr |
| Fund Manage | 7 | 3 |
| Tata Quant Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 7.06 | 7.3 |
| Mid Cap | 50.3 | 34.61 |
| Large Cap | 42.64 | 44.12 |
| Small Cap | - | 13.97 |
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 2.91 | 6.24 |
| Materials | 1.22 | 9.23 |
| Healthcare | 17.39 | 10.15 |
| Financial | 13.42 | - |
| Communication | 13.41 | 1.22 |
| Insurance | 8.53 | - |
| Consumer Discretionary | 0.48 | 2.33 |
| Consumer Staples | 6.72 | 10.41 |
| Capital Goods | 0.27 | 14.79 |
| Chemicals | 8.88 | 6.1 |
| Services | 16.01 | 1.22 |
| Automobile | 5.76 | 3.17 |
| Construction | 3.57 | - |
| Technology | 0.81 | 22.83 |
| Textiles | 0.62 | 2.19 |
| Metals & Mining | - | 3.57 |
| Energy | - | 4.5 |
| Diversified | - | 2.05 |
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