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Tata Quant Fund vs Tata Ethical Fund compare
Tata Quant Fund-Regular Plan-Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
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) | ₹66 Cr | ₹3253 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Jan 2020 | 21 Aug 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 | 2.4 | 1.92 |
| Manager | Sailesh Jain | Abhinav Sharma |
| ISIN Code | INF277K016Y9 | INF277K01956 |
| Exits Load | Tata Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -100% | 1.59% |
| 6 Month | -100% | -8.52% |
| 1 Year | -100% | 2.6% |
| 3 Year | -100% | 10.29% |
| 5 Year | -100% | 21.07% |
SIP Return Analysis
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.23% | -3.9% |
| 1 Year | -11.46% | -15.19% |
| 3 Year | 10.52% | 8.35% |
| 5 Year | 11.18% | 12.3% |
Rolling Lumpsum Returns
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.99% | 13.97% |
| 3 Year | 13.85% | 13.84% |
| 5 Year | 7.67% | 14.38% |
Risk Management
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.21% | 12.5% |
| Sharp | 0.361% | 0.15% |
| Beta | - | 0.87% |
| Alpha | - | -0.77% |
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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 |
| Funds Managed | 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 | 5.33 | 9.42 |
| Large Cap | 49.88 | 39.68 |
| Mid Cap | 44.78 | 35.67 |
| Small Cap | 0 | 15.23 |
Sector Allocation
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 5.33 | 9.42 |
| Industrials | 4.39 | 12.67 |
| Basic Materials | 15.9 | 12.39 |
| Financial Services | 30.17 | - |
| Energy | 0.84 | 5.98 |
| Consumer Cyclical | 4.18 | 12.35 |
| Healthcare | 8.14 | 15.21 |
| Technology | 19.92 | 16.25 |
| Utilities | 6.67 | 4.03 |
| Consumer Defensive | 0 | 11.69 |
| Communication Services | 4.46 | - |
| Real Estate | 0 | - |
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