Tata Quant Fund vs Tata Ethical Fund compare

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tortoise-icon Tata Quant Fund-Regular Plan-Growth

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

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Chart Comparison

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

Overview

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

Trailing Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Month 2.48% -6.92%
6 Month 23.86% 9.94%
1 Year 35.04% 31.25%
3 Year 16.51% 14.11%
5 Year - 19.61%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Year 19.42% 13.86%
3 Year 13.96% 14.11%
5 Year - 14.3%

Risk Management

Scheme Name Tata Quant Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation 11.53% 12.5%
Sharp 0.68% 0.71%
Beta 0.8% 0.87%
Alpha -0.77% 0.6%

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Fund Managers

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

Market Cap

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

Sector Allocation

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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