Compare Mutual Funds

Insights from Fund Comparison

• Both Tata Digital India Fund (G) and Quant ESG Integration Strategy Fund - Direct (G) are Sectoral / Thematic, Equity schemes. Tata Digital India Fund (G) is 10 yrs 5 m old and manages ₹9,697.35 Crs, whereas Quant ESG Integration Strategy Fund - Direct (G) is 5 yrs 7 m old with ₹264.4 Crs.
• Tata Digital India Fund (G) is therefore older and larger, which may indicate more experience and investor confidence.
• Tata Digital India Fund (G) has its top 3 sectors in IT - Software (68.11%), E-Commerce/App based Aggregator (8.47%), and Telecom-Service (5.59%), while Quant ESG Integration Strategy Fund - Direct (G) focuses on Finance (19.32%), Insurance (11.94%), and Banks (11.55%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• Tata Digital India Fund (G) holds INFOSYS LTD (17.62%), TATA CONSULTANCY SERVICES LTD (12.54%), TECH MAHINDRA LTD (9.29%), ETERNAL LTD (5.20%), and CASH / NET CURRENT ASSET (4.70%), whereas Quant ESG Integration Strategy Fund - Direct (G) holds TREPS 04-May-2026 DEPO 10 (20.48%), Adani Enterprises Limited (9.38%), Adani Green Energy Limited (9.01%), Piramal Finance Ltd (8.68%), and HFCL Limited (8.26%).
• 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, Tata Digital India Fund (G) has 90.41% equity and 0.00% debt, while Quant ESG Integration Strategy Fund - Direct (G) has 72.92% equity and 6.02% debt.
• Tata Digital India Fund (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Tata Digital India Fund (G) outperformed Quant ESG Integration Strategy Fund - Direct (G) in 3 Years, 5 Years (returns: 7.19%, 7.70% ) but underperformed in 3 Months, 6 Months, 1 Year (returns: -7.00%, -18.54%, -17.06%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.