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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) | ₹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 |
Trailing Lumpsum Returns
| 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% |
SIP Return Analysis
| 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% |
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 | 12.17% | 13.733% |
| Sharp | 0.53% | 0.606% |
| Beta | 0.88% | - |
| Alpha | -0.81% | - |
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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 | 8.04 | 9.97 |
| Mid Cap | 36.62 | 10.3 |
| Large Cap | 40.72 | 50.92 |
| Small Cap | 14.62 | 28.8 |
Sector Allocation
| 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 |
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