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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 | 1.82% | -3.55% |
| 6 Month | 2.69% | 2.39% |
| 1 Year | -5.22% | -7.22% |
| 3 Year | 10.59% | 14.93% |
| 5 Year | 14.97% | 15.81% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 2.22% | -1.84% |
| 1 Year | 8.2% | 5.7% |
| 3 Year | 7.65% | 11.19% |
| 5 Year | 9.79% | 11.13% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 14.74% | 16.6% |
| 3 Year | 16.14% | 18.45% |
| 5 Year | 16.09% | 20.9% |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.5% | 17.18% |
| Sharp | 0.41% | 0.60% |
| Beta | 0.86% | - |
| Alpha | -0.15% | - |
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 | 8.63 | 61.2 |
| Mid Cap | 29.76 | 11.12 |
| Large Cap | 48.64 | 8.68 |
| Small Cap | 12.96 | 19 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Others | 8.55 | 8.77 |
| Industrials | 12.6 | 8.29 |
| Technology | 22.14 | 16.87 |
| Basic Materials | 11.57 | 5.99 |
| Energy | 4.11 | 0.92 |
| Consumer Defensive | 10.38 | 1.02 |
| Healthcare | 12.29 | 16.24 |
| Consumer Cyclical | 14.39 | 20.01 |
| Utilities | 3.97 | 6.37 |
| Financial Services | - | 10.22 |
| Real Estate | - | 3.68 |
| Communication Services | - | 1.61 |
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