Edelweiss Recently Listed IPO Fund Regular Plan Growth vs Tata Ethical Fund compare

Link copied to clipboard!

tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

Invest Now

tortoise-icon Edelweiss Recently Listed IPO Fund Regular Plan Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Edelweiss Recently Listed IPO Fund Regular Plan Growth
Fund Tata Ethical Fund-Regular Plan - Growth Option Edelweiss Recently Listed IPO Fund Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2817 Cr ₹949 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 24 May 1996 16 Feb 2018
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark Nifty 500 Shariah TRI India Recent 100 IPO TRI
Turn Over 11.72% 47%
Expense Ratio 1.95 2.26
Manager Abhinav Sharma Bhavesh Jain
ISIN Code INF277K01956 INF754K01MH2
Exits Load Exit load of 0.50% if redeemed within 90 days./365 Exit load of 2% if redeemed within 6 months./365

Trailing Lumpsum Returns

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Edelweiss Recently Listed IPO Fund Regular Plan Growth
1 Month -7.29% -5.72%
6 Month 3.38% 8.76%
1 Year 21.61% 21.13%
3 Year 11.46% 7.34%
5 Year 19.21% 21.65%

SIP Return Analysis

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Edelweiss Recently Listed IPO Fund Regular Plan Growth
6 Month - -
1 Year 16.4% 24.3%
3 Year 18.69% 21.95%
5 Year 20.28% 21.79%

Rolling Lumpsum Returns

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Edelweiss Recently Listed IPO Fund Regular Plan Growth
1 Year 13.9% 19.33%
3 Year 14.05% 21.72%
5 Year 14.3% 20.84%

Risk Management

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Edelweiss Recently Listed IPO Fund Regular Plan Growth
Standard Deviation 12.5% 16.97%
Sharp 0.59% 0.55%
Beta 0.88% 0.9%
Alpha 0.46% -1.6%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Edelweiss Recently Listed IPO Fund Regular Plan Growth
Name Abhinav Sharma Bhavesh Jain
Total AUM ₹5613 Cr ₹0 Cr
Fund Manage 3 22
Tata Ethical Fund-Regular Plan - Growth Option Edelweiss Recently Listed IPO Fund Regular Plan Growth

Market Cap

Scheme Name

Tata Ethical Fund-Regular Plan - Growth Option

Edelweiss Recently Listed IPO Fund Regular Plan Growth

Others 7.3 18.56
Large Cap 44.12 6.01
Mid Cap 34.61 6.69
Small Cap 13.97 68.74

Sector Allocation

Scheme Name

Tata Ethical Fund-Regular Plan - Growth Option

Edelweiss Recently Listed IPO Fund Regular Plan Growth

Others 6.24 1.09
Capital Goods 14.79 15.53
Materials 9.23 -
Technology 22.83 1.76
Consumer Staples 10.41 7.33
Healthcare 10.15 18.02
Chemicals 6.1 -
Automobile 3.17 3.8
Metals & Mining 3.57 5.99
Communication 1.22 1.89
Energy 4.5 -
Consumer Discretionary 2.33 3.46
Services 1.22 19.03
Diversified 2.05 -
Textiles 2.19 0.74
Financial - 18.14
Insurance - 3.22

Top Comparisons

HSBC ELSS Tax saver Fund - Regular Growth HSBC ELSS Tax saver Fund - Regular Growth

3Y Returns16.53%

VS

LIC MF ELSS Regular Plan-Growth LIC MF ELSS Regular Plan-Growth

3Y Returns12.86%

Compare Now

Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth

3Y Returns0%

VS

Axis Equity ETFs FOF - Regular Plan - Growth Option Axis Equity ETFs FOF - Regular Plan - Growth Option

3Y Returns0%

Compare Now

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

3Y Returns0%

VS

HDFC Balanced Advantage Fund - Growth Plan HDFC Balanced Advantage Fund - Growth Plan

3Y Returns20.22%

Compare Now

Franklin Asian Equity Fund - Growth Plan Franklin Asian Equity Fund - Growth Plan

3Y Returns-2.85%

VS

Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan

3Y Returns4.21%

Compare Now
Request call back
Add to Cart Successfully