What is the risk comparison between Tata Ethical Fund-Regular Plan - Growth Option and Sundaram Services Fund Regular Plan - Growth?

Tata Ethical Fund-Regular Plan - Growth Option is equally volatile than Sundaram Services Fund Regular Plan - Growth. Choose a fund based on your risk tolerance and goals.

Tata Ethical Fund-Regular Plan - Growth Option vs Sundaram Services Fund Regular Plan - Growth: Which has better AUM growth?

Tata Ethical Fund-Regular Plan - Growth Option has Rs 3817.44 crore in AUM and Sundaram Services Fund Regular Plan - Growth has Rs 4808.86 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

Which fund has a lower expense ratio, Tata Ethical Fund-Regular Plan - Growth Option or Sundaram Services Fund Regular Plan - Growth?

Tata Ethical Fund-Regular Plan - Growth Option has an expense ratio of 1.93% and Sundaram Services Fund Regular Plan - Growth has 1.94%. Tata Ethical Fund-Regular Plan - Growth Option has a lower ratio, which means it can give better net returns.

Tata Ethical Fund-Regular Plan - Growth Option or Sundaram Services Fund Regular Plan - Growth: Which beats its benchmark more consistently?

Tata Ethical Fund-Regular Plan - Growth Option has outperformed the benchmark more consistently with an average of 15.72% over 5 years than Sundaram Services Fund Regular Plan - Growth with 15.95%. Sundaram Services Fund Regular Plan - Growth has performed better against its benchmark.

Tata Ethical Fund vs Sundaram Services Fund Regular Plan compare

Compare Up to 4 FundsFree Analysis

Tata Ethical Fund-Regular Plan - Growth Option

Other Themesvery high Risk

Sundaram Services Fund Regular Plan - Growth

Other Themesvery high Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

13.39 %

Expense Ratio

1.93 %

The trade-off:

Verdict Lock

Returns (5Y)

19.31 %

Expense Ratio

1.94 %

The trade-off:

Verdict Lock

Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

Complete Fund Review

Full comparison of risk metrics, volatility and portfolio composition for optimal fund choice.

Download in

METRICS

Tata Ethical Fund-Regular Plan - Growth Option

Sundaram Services Fund Regular Plan - Growth

Basic Overview

Current NAV

₹ 380.71

₹ 34.72

Benchmark

Nifty 500 Shariah TRI

NIFTY Service Sector TRI

Fund Size (AUM)

₹3817 Cr

₹4809 Cr

Expense Ratio

1.93%

1.94%

Launch Date

21 Aug 1996

01 Sep 2018

SIP Returns

1 Year Return

8.16%

14.09%

3 Year Return

6.51%

15.91%

5 Year Return

9.09%

16.56%

Since Inception

16.06%

22.05%

Trailing Returns

1 Month Return

-1.46%

-3.16%

3 Month Return

-0.34%

-0.78%

1 Year Return

1.37%

10.64%

3 Year Return

11.8%

18.46%

5 Year Return

13.39%

19.31%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

0.36

5.68

Beta

0.85

0.97

Sharpe Ratio

0.53

Standard Deviation

12.5

12.7

Investment & Taxes

Min SIP Amount

₹ 100

Min Lumpsum

₹ 5,000

₹ 100

Exit 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

Taxation

As per Equity rules

Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Tata Ethical Fund-Regular Plan - Growth Option3 /100

Outstanding protection during market downturns.

Sundaram Services Fund Regular Plan - Growth3 /100

More vulnerable during market declines.

Tata Ethical Fund-Regular Plan - Growth Option3 /100

Outstanding protection during market downturns.

Sundaram Services Fund Regular Plan - Growth3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Tata Ethical Fund-Regular Plan - Growth Option0.0%

Sundaram Services Fund Regular Plan - Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

Tata Ethical Fund-Regular Plan - Growth Optionslow

Sundaram Services Fund Regular Plan - Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

Unlock Risk Analysis

See the most challenging moments of the mutual funds during major market crashes to do an informed risk assessment for your investments.

Annual Performance History

Track mutual fund yearly performance, benchmark comparisons and peer rankings to spot consistency for smart investment choices.

Little Investments, Big Wins

Slide to see how monthly investments grow big with top funds, unlock the power of compounding for your financial future.

MONTHLY INVESTMENT

₹

₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

Unlock to view SIP projections

₹0+0.00%

Unlock to view SIP projections

₹0+0.00%

Note: All returns displayed are calculated on an annualized basis.

See Your Future Wealth

Unlock to compare the final corpus and find the winning fund.

Trending Mutual Fund Comparisons

See most competing funds side-by-side, popular picks for SIPs, retirement and growth goals.

Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns : 7.52% (p.a.)

Axis Corporate Bond Fund - Regular Plan Growth

3Y Returns : 7.4% (p.a.)

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns : 7.15% (p.a.)

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns : 7.02% (p.a.)

SBI Medium to Long Duration Fund-Regular Plan-Growth

3Y Returns : 6.92% (p.a.)

Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option

3Y Returns : 6.53% (p.a.)

Still Confused?

We’ll analyze your risk profile and 30+ other factors to recommend the best fund for you.

TALK TO OUR EXPERTS

Personalised for your portfolio

Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Tata Ethical Fund-Regular Plan - Growth Option had a 5-year average annual growth rate of 13.39%, while Sundaram Services Fund Regular Plan - Growth's was 19.31%. Sundaram Services Fund Regular Plan - Growth is better for long-term growth.