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) | ₹3202 Cr | ₹937 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 21 Aug 1996 | 22 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 | 1.92 | 2.27 |
| Manager | Abhinav Sharma | Bhavesh Jain |
| ISIN Code | INF277K01956 | INF754K01MH2 |
| 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 | Edelweiss Recently Listed IPO Fund - Growth charges 2.0% of sell value; if fund sold before 180 days. There are no other charges./365 |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Month | -3.69% | -6.04% |
| 6 Month | -7.83% | 3.39% |
| 1 Year | 7.88% | 17.92% |
| 3 Year | 9.62% | 8.93% |
| 5 Year | 17.86% | 20.71% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -2.09% | 12.8% |
| 3 Year | 13.36% | 20.27% |
| 5 Year | 16.72% | 19.94% |
| 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% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.5% | 16.97% |
| Sharp | 0.29% | 0.55% |
| Beta | 0.87% | 0.9% |
| Alpha | -0.89% | -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 |
|---|---|---|
| Others | 7.33 | 18.56 |
| Large Cap | 41.54 | 6.01 |
| Mid Cap | 36.13 | 6.69 |
| Small Cap | 15 | 68.74 |
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Others | 7.33 | 1.09 |
| Electrical Equipment | 4.28 | - |
| Industrial Products | 6.01 | - |
| Consumer Durables | 5.43 | - |
| Fertilizers & Agrochemicals | 2.92 | - |
| Petroleum Products | 2.13 | - |
| Diversified FMCG | 4.49 | - |
| Pharmaceuticals & Biotechnology | 12.47 | - |
| IT - Software | 16.98 | - |
| Healthcare Services | 2.99 | - |
| Cement & Cement Products | 4.73 | - |
| Chemicals & Petrochemicals | 4.69 | - |
| Auto Components | 6.17 | - |
| Personal Products | 4.12 | - |
| Gas | 4.7 | - |
| IT - Services | 1.29 | - |
| Non - Ferrous Metals | 1.1 | - |
| Agricultural Food & other Products | 2.27 | - |
| Retailing | 1.7 | - |
| Food Products | 0.81 | - |
| Oil | 1.45 | - |
| Diversified | 0.73 | - |
| Textiles & Apparels | 1.21 | - |
| Financial | - | 18.14 |
| Consumer Staples | - | 7.33 |
| Healthcare | - | 18.02 |
| Capital Goods | - | 15.53 |
| Insurance | - | 3.22 |
| Services | - | 19.03 |
| Technology | - | 1.76 |
| Consumer Discretionary | - | 3.46 |
| Automobile | - | 3.8 |
| Metals & Mining | - | 5.99 |
| Communication | - | 1.89 |
| Textiles | - | 0.74 |
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