- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹3616 Cr | ₹4426 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 21 Aug 1996 | 01 Sep 2018 |
| Category | Best SIP | Best SIP |
| 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 | 1.57% | 3.28% |
| 6 Month | 3.74% | 9.2% |
| 1 Year | -5.23% | 9.96% |
| 3 Year | 10.92% | 18.06% |
| 5 Year | 16.77% | 24.85% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.67% | 0.41% |
| 1 Year | 0.65% | 10.77% |
| 3 Year | 6.38% | 16.17% |
| 5 Year | 9.25% | 16.88% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.35% | 18.31% |
| 3 Year | 13.44% | 21.8% |
| 5 Year | 14.75% | 22.06% |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.97% | 12.46% |
| Sharp | 0.36% | 0.88% |
| Beta | 0.86% | 0.97% |
| Alpha | -0.78% | 5.88% |
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 | 8.67 | 14.21 |
| Mid Cap | 30.58 | 7.3 |
| Large Cap | 46.63 | 51.59 |
| Small Cap | 14.12 | 26.9 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.67 | 6.1 |
| Industrials | 12.34 | 6.49 |
| Technology | 20.48 | 6.96 |
| Basic Materials | 11.57 | - |
| Energy | 5.21 | 4.72 |
| Consumer Defensive | 10.65 | - |
| Healthcare | 12.94 | 8.51 |
| Consumer Cyclical | 14.11 | 13.34 |
| Utilities | 4.04 | - |
| Financial Services | - | 36.62 |
| Communication Services | - | 15.64 |
| Real Estate | - | 1.61 |
Top Comparisons
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns16.54%
Axis Small Cap Fund Regular Growth
3Y Returns19.44%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns13.53%
UTI - Master Share-Growth Option
3Y Returns12.22%
HDFC Low Duration Fund - Growth
3Y Returns7.27%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.26%
ICICI Prudential Floating Interest Fund - Growth
3Y Returns7.71%
Nippon India Floater Fund - Regular Plan - Growth Option
3Y Returns7.94%
