Tata Ethical Fund vs Sundaram Services Fund Regular Plan 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 | -1.15% | -2.76% |
6 Month | 1.72% | 11.51% |
1 Year | -10.08% | 10.35% |
3 Year | 11.68% | 19.51% |
5 Year | 18.46% | 25.66% |
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 | 13.66% | 19.51% |
3 Year | 13.52% | 21.93% |
5 Year | 14.51% | 21.73% |
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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