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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) | ₹3616 Cr | ₹924 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 | 1.93 | 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 | -2.55% | -2.14% |
| 6 Month | 7.08% | 18.22% |
| 1 Year | -11.56% | -2.11% |
| 3 Year | 11.08% | 15.45% |
| 5 Year | 16.19% | 19.2% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 0.3% | 5.15% |
| 1 Year | 1.72% | 14.75% |
| 3 Year | 7.5% | 15.98% |
| 5 Year | 10.04% | 13.97% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 13.35% | 17.29% |
| 3 Year | 13.44% | 19.05% |
| 5 Year | 14.75% | 21.14% |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.5% | 17.34% |
| Sharp | 0.41% | 0.51% |
| Beta | 0.86% | - |
| Alpha | -0.78% | - |
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 | 9.93 | 27.81 |
| Mid Cap | 29.61 | 14.88 |
| Large Cap | 45.94 | 19.01 |
| Small Cap | 14.53 | 38.29 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Others | 9.93 | 2.36 |
| Industrials | 12.2 | 12.17 |
| Technology | 21.47 | 11.54 |
| Basic Materials | 9.86 | 5.24 |
| Energy | 4.9 | - |
| Consumer Defensive | 11.15 | 2.53 |
| Healthcare | 13.05 | 15.68 |
| Consumer Cyclical | 13.49 | 29.22 |
| Utilities | 3.95 | 6.75 |
| Financial Services | - | 10.27 |
| Real Estate | - | 2.32 |
| Communication Services | - | 1.92 |
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