Sundaram Services Fund Regular Plan vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Fund | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3253 Cr | ₹3793 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 21 Aug 1996 | 01 Sep 2018 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Shariah TRI | NIFTY Service Sector TRI |
Turn Over | 11.72% | 29% |
Expense Ratio | 1.92 | 1.94 |
Manager | Abhinav Sharma | Rohit Seksaria |
ISIN Code | INF277K01956 | INF903JA1EX7 |
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 | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Month | 5.75% | 7.71% |
6 Month | -5.72% | 5.71% |
1 Year | 1.23% | 19.53% |
3 Year | 12.86% | 21.65% |
5 Year | 21.06% | 27.74% |
SIP Return Analysis
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | -2.98% | 2.38% |
1 Year | -15.46% | 4.36% |
3 Year | 7.46% | 17.09% |
5 Year | 11.4% | 18.94% |
Rolling Lumpsum Returns
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.97% | 20.46% |
3 Year | 13.84% | 22.46% |
5 Year | 14.38% | 21.59% |
Risk Management
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.5% | 13.733% |
Sharp | 0.34% | 0.606% |
Beta | 0.86% | - |
Alpha | -0.44% | - |
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Fund Managers
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Name | Abhinav Sharma | Rohit Seksaria |
Total AUM | ₹5613 Cr | ₹0 Cr |
Funds Managed | 3 | 15 |
Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 7.38 | 9.97 |
Mid Cap | 37.41 | 10.3 |
Large Cap | 40.21 | 50.92 |
Small Cap | 15 | 28.8 |
Sector Allocation
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 7.38 | 6.38 |
Industrial Products | 5 | - |
Consumer Durables | 6.11 | - |
Fertilizers & Agrochemicals | 2.67 | - |
Petroleum Products | 3.77 | - |
Diversified FMCG | 4 | - |
Pharmaceuticals & Biotechnology | 12.46 | - |
IT - Software | 15.81 | - |
Healthcare Services | 3.17 | - |
Cement & Cement Products | 5.7 | - |
Chemicals & Petrochemicals | 5.38 | - |
Auto Components | 6.36 | - |
Personal Products | 3.45 | - |
Gas | 5.61 | - |
IT - Services | 0.89 | - |
Non - Ferrous Metals | 0.44 | - |
Automobiles | 2 | - |
Agricultural Food & other Products | 2.27 | - |
Retailing | 1.45 | - |
Food Products | 0.8 | - |
Electrical Equipment | 1.72 | - |
Oil | 1.18 | - |
Diversified | 0.62 | - |
Ferrous Metals | 0.57 | - |
Textiles & Apparels | 1.19 | - |
Energy | - | 5.11 |
Technology | - | 7.92 |
Consumer Cyclical | - | 12.78 |
Communication Services | - | 15.5 |
Financial Services | - | 37.21 |
Healthcare | - | 7.46 |
Industrials | - | 5.77 |
Real Estate | - | 1.87 |
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