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) ₹68 Cr ₹3202 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 2.39 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 0.29% 0.61%
6 Month 0.51% -0.55%
1 Year 12.14% 17.35%
3 Year 14.22% 12.85%
5 Year - 19.64%

SIP Return Analysis

Scheme Name Tata Quant Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
6 Month - -
1 Year 7.57% 6.49%
3 Year 17.31% 16.25%
5 Year - 18.75%

Rolling Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Year 19.71% 13.9%
3 Year 13.98% 14.05%
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% 0.54%
Beta 0.8% 0.88%
Alpha -0.77% 0.3%

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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 8.31 7.33
Mid Cap 23.75 36.13
Large Cap 68.07 41.54
Small Cap - 15

Sector Allocation

Scheme Name

Tata Quant Fund-Regular Plan-Growth

Tata Ethical Fund-Regular Plan - Growth Option

Others 8.31 7.33
Industrial Products 5.85 6.01
Cement & Cement Products 15.83 4.73
Construction 2.43 -
Finance 9.89 -
Consumer Durables 2.61 5.43
Petroleum Products 7.53 2.13
Pharmaceuticals & Biotechnology 4.67 12.47
Aerospace & Defense 0.9 -
Transport Services 4.29 -
Oil 2.71 1.45
Banks 2.48 -
Food Products 5.22 0.81
Chemicals & Petrochemicals 8.1 4.69
Diversified 2.61 0.73
Automobiles 5.02 -
Realty 5.15 -
Transport Infrastructure 4.91 -
Auto Components 1.62 6.17
Electrical Equipment - 4.28
Fertilizers & Agrochemicals - 2.92
Diversified FMCG - 4.49
IT - Software - 16.98
Healthcare Services - 2.99
Personal Products - 4.12
Gas - 4.7
IT - Services - 1.29
Non - Ferrous Metals - 1.1
Agricultural Food & other Products - 2.27
Retailing - 1.7
Textiles & Apparels - 1.21

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