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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) | ₹3698 Cr | ₹969 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 | 2.15% | -0.25% |
| 6 Month | 2.68% | 7.66% |
| 1 Year | -2.27% | 3.43% |
| 3 Year | 11.06% | 16.57% |
| 5 Year | 16.24% | 18.22% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 0.65% | 0.71% |
| 1 Year | 4.49% | 10.67% |
| 3 Year | 7.35% | 13.78% |
| 5 Year | 9.75% | 12.6% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 14.8% | 16.73% |
| 3 Year | 16.18% | 18.67% |
| 5 Year | 16.1% | 20.98% |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.5% | 17.24% |
| Sharp | 0.43% | 0.58% |
| Beta | 0.86% | - |
| Alpha | -0.67% | - |
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 | 8.67 | 34.63 |
| Mid Cap | 30.58 | 13.8 |
| Large Cap | 46.63 | 17.94 |
| Small Cap | 14.12 | 33.62 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Others | 8.67 | 7.1 |
| Industrials | 12.34 | 11.13 |
| Technology | 20.48 | 11.57 |
| Basic Materials | 11.57 | 5.02 |
| Energy | 5.21 | - |
| Consumer Defensive | 10.65 | 1.73 |
| Healthcare | 12.94 | 14.95 |
| Consumer Cyclical | 14.11 | 29.82 |
| Utilities | 4.04 | 6.69 |
| Financial Services | - | 7.82 |
| Real Estate | - | 2.44 |
| Communication Services | - | 1.74 |
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