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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) | ₹3772 Cr | ₹4769 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 | -0.25% | -0.98% |
| 6 Month | 1.08% | 2.45% |
| 1 Year | -4.54% | 5.06% |
| 3 Year | 11.31% | 17.67% |
| 5 Year | 14.36% | 20.05% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.43% | 2.25% |
| 1 Year | 7.39% | 16.99% |
| 3 Year | 7.37% | 17.38% |
| 5 Year | 9.57% | 17.33% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.74% | 17.5% |
| 3 Year | 16.14% | 21.68% |
| 5 Year | 16.09% | 22.15% |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 12.45% |
| Sharp | 0.41% | 0.83% |
| Beta | 0.86% | 0.97% |
| Alpha | -0.15% | 5.72% |
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 | 6.72 | 12.99 |
| Mid Cap | 29.41 | 6.81 |
| Large Cap | 51.59 | 53.39 |
| Small Cap | 12.27 | 26.81 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.26 | 4.5 |
| Industrials | 11.93 | 6.38 |
| Technology | 23.79 | 7.9 |
| Basic Materials | 11.1 | - |
| Energy | 4 | 5.04 |
| Consumer Defensive | 11.74 | - |
| Healthcare | 12.27 | 7.41 |
| Consumer Cyclical | 15.22 | 12.81 |
| Utilities | 3.69 | - |
| Financial Services | - | 38.53 |
| Communication Services | - | 15.77 |
| Real Estate | - | 1.67 |
Top Comparisons
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