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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) | ₹3601 Cr | ₹4333 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 | 3.67% | 2.4% |
| 6 Month | 11.26% | 19.31% |
| 1 Year | -11.28% | 3.69% |
| 3 Year | 10.74% | 17.18% |
| 5 Year | 17.1% | 23.92% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.53% | 3.83% |
| 1 Year | 3.64% | 15.35% |
| 3 Year | 9.24% | 18.58% |
| 5 Year | 11.24% | 18.66% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.53% | 18.83% |
| 3 Year | 13.59% | 22.01% |
| 5 Year | 14.6% | 21.89% |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 12.57% |
| Sharp | 0.41% | 0.78% |
| Beta | 0.85% | 0.93% |
| Alpha | -0.36% | 5.81% |
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 | 6.05 | 13.45 |
| Mid Cap | 35.11 | 7.53 |
| Large Cap | 43.87 | 52.33 |
| Small Cap | 14.97 | 26.68 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.05 | 6.01 |
| Industrials | 12.54 | 6.09 |
| Technology | 19.3 | 6.41 |
| Basic Materials | 14.11 | - |
| Energy | 6.2 | 4.88 |
| Consumer Defensive | 11.01 | - |
| Healthcare | 13.81 | 8.47 |
| Consumer Cyclical | 12.89 | 13.19 |
| Utilities | 4.1 | - |
| Financial Services | - | 37.6 |
| Communication Services | - | 15.8 |
| Real Estate | - | 1.56 |
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