Sundaram Services Fund Regular Plan vs Tata Ethical Fund compare

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Tata Ethical Fund-Regular Plan - Growth Option

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Sundaram Services Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3456 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	1.93	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

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Sundaram Services Fund Regular Plan - Growth
1 Month	2.09%	3.45%
6 Month	-6.93%	1.82%
1 Year	-3.75%	16.05%
3 Year	14.64%	22.78%
5 Year	20.5%	27.11%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Sundaram Services Fund Regular Plan - Growth
6 Month	4.3%	10.36%
1 Year	-5.3%	16.37%
3 Year	9.93%	20.51%
5 Year	12.51%	20.63%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Sundaram Services Fund Regular Plan - Growth
1 Year	13.66%	19.51%
3 Year	13.52%	21.93%
5 Year	14.51%	21.73%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Sundaram Services Fund Regular Plan - Growth
Standard Deviation	12.17%	13.733%
Sharp	0.53%	0.606%
Beta	0.88%	-
Alpha	-0.81%	-

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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

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Sundaram Services Fund Regular Plan - Growth
Others	8.04	9.97
Mid Cap	36.62	10.3
Large Cap	40.72	50.92
Small Cap	14.62	28.8

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Sundaram Services Fund Regular Plan - Growth
Others	8.04	6.38
Industrial Products	4.76	-
Consumer Durables	5.19	-
Fertilizers & Agrochemicals	2.71	-
Petroleum Products	3.94	-
Diversified FMCG	4	-
Pharmaceuticals & Biotechnology	12.44	-
IT - Software	15.36	-
Healthcare Services	2.84	-
Cement & Cement Products	5.47	-
Chemicals & Petrochemicals	5.25	-
Auto Components	6.9	-
Personal Products	3.6	-
Gas	5.63	-
IT - Services	0.8	-
Automobiles	1.98	-
Agricultural Food & other Products	2.4	-
Retailing	1.46	-
Food Products	0.82	-
Electrical Equipment	1.73	-
Oil	1.21	-
Diversified	0.63	-
Ferrous Metals	1.61	-
Textiles & Apparels	1.23	-
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