Compare Mutual Funds

Insights from Fund Comparison

• Both Nippon India US Equity Opportunities Fund (G) and Quantum Ethical Fund - Regular (G) are Sectoral / Thematic, Equity schemes. Nippon India US Equity Opportunities Fund (G) is 10 yrs 9 m old and manages ₹703.22 Crs, whereas Quantum Ethical Fund - Regular (G) is 1 yrs 4 m old with ₹96.66 Crs.
• Nippon India US Equity Opportunities Fund (G) is therefore older and larger, which may indicate more experience and investor confidence.
• Nippon India US Equity Opportunities Fund (G) has its top 3 sectors in Interactive Media & Services (14.77%), Semiconductors (11.57%), and Transaction & Payment Processing Services (8.90%), while Quantum Ethical Fund - Regular (G) focuses on Automobile (17.41%), IT - Software (15.04%), and Consumer Durables (13.18%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• Nippon India US Equity Opportunities Fund (G) holds Taiwan Semiconductor Sp ADR (9.54%), Alphabet Inc A (8.06%), Meta Platforms Registered Shares A (6.71%), Amazon Com Inc (6.37%), and Charles Schwab Corp (5.37%), whereas Quantum Ethical Fund - Regular (G) holds Net Receivable/(payable) (6.69%), Marico Ltd (4.40%), TVS Motor Company Ltd (3.72%), Hitachi Energy India Ltd (3.31%), and Castrol India Ltd (2.89%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Nippon India US Equity Opportunities Fund (G) has 0.00% equity and 0.00% debt, while Quantum Ethical Fund - Regular (G) has 93.27% equity and 0.00% debt.
• Quantum Ethical Fund - Regular (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Nippon India US Equity Opportunities Fund (G) outperformed Quantum Ethical Fund - Regular (G) in 3 Months, 6 Months, 1 Year (returns: -6.89%, -4.28%, 6.96% ) but underperformed in 3 Years, 5 Years (returns: 16.28%, 8.60%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.