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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) | ₹3579 Cr | ₹4429 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 | 1.93 | 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 | -2.63% | -4.68% |
| 6 Month | -1.42% | 8.28% |
| 1 Year | -11.74% | 7.56% |
| 3 Year | 10.79% | 18.29% |
| 5 Year | 17.85% | 25.1% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.79% | 7.49% |
| 1 Year | -4.28% | 15.84% |
| 3 Year | 9.09% | 20.31% |
| 5 Year | 11.79% | 20.29% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.53% | 18.83% |
| 3 Year | 13.59% | 22.01% |
| 5 Year | 14.6% | 21.89% |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 13.00% |
| Sharp | 0.71% | 1.25% |
| Beta | 0.86% | 0.91% |
| Alpha | -0.44% | 6.26% |
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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 | 8.11 | 13.02 |
| Mid Cap | 36.15 | 7.48 |
| Large Cap | 40.57 | 51.38 |
| Small Cap | 15.17 | 28.11 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.11 | 6.48 |
| Industrials | 12.95 | 6.04 |
| Basic Materials | 13.89 | - |
| Energy | 6.26 | 5.19 |
| Consumer Defensive | 10.44 | - |
| Healthcare | 14.3 | 7.99 |
| Technology | 16.91 | 6.65 |
| Consumer Cyclical | 12.79 | 12.41 |
| Utilities | 4.35 | - |
| Financial Services | - | 37.98 |
| Communication Services | - | 15.64 |
| Real Estate | - | 1.61 |
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