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Edelweiss Recently Listed IPO Fund Regular Plan Growth vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
Edelweiss Recently Listed IPO Fund Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Fund | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3253 Cr | ₹907 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 21 Aug 1996 | 22 Feb 2018 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Shariah TRI | India Recent 100 IPO TRI |
| Turn Over | 11.72% | 47% |
| Expense Ratio | 1.92 | 2.29 |
| Manager | Abhinav Sharma | Bhavesh Jain |
| ISIN Code | INF277K01956 | INF754K01MH2 |
| Exits Load | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | Edelweiss Recently Listed IPO Fund - Growth charges 2.0% of sell value; if fund sold before 180 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Month | 2.09% | 2.64% |
| 6 Month | -6.93% | -10.24% |
| 1 Year | -3.75% | 1.92% |
| 3 Year | 14.64% | 16.3% |
| 5 Year | 20.5% | 21.94% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 4.3% | 5.2% |
| 1 Year | -5.3% | -1.74% |
| 3 Year | 9.93% | 14.05% |
| 5 Year | 12.51% | 13.76% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 13.66% | 18.55% |
| 3 Year | 13.52% | 20.23% |
| 5 Year | 14.51% | 21.16% |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.5% | 18.145% |
| Sharp | 0.48% | 0.234% |
| Beta | 0.87% | - |
| Alpha | -0.97% | - |
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Fund Managers
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Name | Abhinav Sharma | Bhavesh Jain |
| Total AUM | ₹5613 Cr | ₹0 Cr |
| Funds Managed | 3 | 22 |
| Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
Market Cap
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Others | 8.04 | 4.43 |
| Mid Cap | 36.62 | 17.92 |
| Large Cap | 40.72 | 13.48 |
| Small Cap | 14.62 | 64.17 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Others | 8.04 | 4.37 |
| Industrial Products | 4.76 | - |
| Consumer Durables | 5.19 | - |
| Fertilizers & Agrochemicals | 2.71 | - |
| Petroleum Products | 3.94 | - |
| Diversified FMCG | 4 | - |
| Pharmaceuticals & Biotechnology | 12.44 | - |
| IT - Software | 15.36 | - |
| Healthcare Services | 2.84 | - |
| Cement & Cement Products | 5.47 | - |
| Chemicals & Petrochemicals | 5.25 | - |
| Auto Components | 6.9 | - |
| Personal Products | 3.6 | - |
| Gas | 5.63 | - |
| IT - Services | 0.8 | - |
| Automobiles | 1.98 | - |
| Agricultural Food & other Products | 2.4 | - |
| Retailing | 1.46 | - |
| Food Products | 0.82 | - |
| Electrical Equipment | 1.73 | - |
| Oil | 1.21 | - |
| Diversified | 0.63 | - |
| Ferrous Metals | 1.61 | - |
| Textiles & Apparels | 1.23 | - |
| Technology | - | 6.63 |
| Financial Services | - | 9.71 |
| Consumer Defensive | - | 2.49 |
| Consumer Cyclical | - | 23.21 |
| Industrials | - | 21.6 |
| Healthcare | - | 18.07 |
| Basic Materials | - | 3.86 |
| Utilities | - | 5.51 |
| Communication Services | - | 4.54 |
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