Edelweiss Recently Listed IPO Fund Regular Plan Growth vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
Edelweiss Recently Listed IPO Fund Regular Plan Growth
Chart Comparison
| 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 |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Month | 4.53% | 3.17% |
| 6 Month | 20.69% | 15.38% |
| 1 Year | 32.2% | 32.78% |
| 3 Year | 15.64% | 13.84% |
| 5 Year | 23.42% | 25.39% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.81% | 11.76% |
| 3 Year | 31.9% | 28.26% |
| 5 Year | 69.56% | 67.29% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 22.58% | 25.39% |
| 3 Year | 52.72% | 51.85% |
| 5 Year | 75.06% | 77.19% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.5% | 16.97% |
| Sharp | 0.91% | 0.55% |
| Beta | 0.88% | 0.9% |
| Alpha | 1.52% | -1.6% |
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| 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 |
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Large Cap | 44.12 | 6.01 |
| Others | 7.3 | 18.56 |
| Mid Cap | 34.61 | 6.69 |
| Small Cap | 13.97 | 68.74 |
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Technology | 22.83 | 1.76 |
| Others | 6.24 | 1.09 |
| Consumer Staples | 10.41 | 7.33 |
| Capital Goods | 14.79 | 15.53 |
| Materials | 9.23 | - |
| Metals & Mining | 3.57 | 5.99 |
| Chemicals | 6.1 | - |
| Consumer Discretionary | 2.33 | 3.46 |
| Healthcare | 10.15 | 18.02 |
| Energy | 4.5 | - |
| Textiles | 2.19 | 0.74 |
| Automobile | 3.17 | 3.8 |
| Services | 1.22 | 19.03 |
| Communication | 1.22 | 1.89 |
| Diversified | 2.05 | - |
| Financial | - | 18.14 |
| Insurance | - | 3.22 |
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