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

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Tata Ethical Fund-Regular Plan - Growth Option

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Edelweiss Recently Listed IPO Fund Regular Plan Growth

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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)	₹3253 Cr	₹907 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	2.29
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	3.85%	7.39%
6 Month	-13.82%	-12.87%
1 Year	1.49%	4.14%
3 Year	8.62%	8.14%
5 Year	20.39%	21.82%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Edelweiss Recently Listed IPO Fund Regular Plan Growth
6 Month	-3.9%	-5.55%
1 Year	-15.19%	-12.95%
3 Year	8.35%	11.92%
5 Year	12.3%	13.33%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Edelweiss Recently Listed IPO Fund Regular Plan Growth
1 Year	13.97%	19.83%
3 Year	13.84%	21.13%
5 Year	14.38%	21%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Edelweiss Recently Listed IPO Fund Regular Plan Growth
Standard Deviation	12.5%	18.145%
Sharp	0.15%	0.234%
Beta	0.87%	-
Alpha	-0.77%	-

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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
Funds Managed	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	9.42	4.43
Large Cap	39.68	13.48
Mid Cap	35.67	17.92
Small Cap	15.23	64.17

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	Edelweiss Recently Listed IPO Fund Regular Plan Growth
Others	9.42	4.37
Industrials	12.67	21.6
Basic Materials	12.39	3.86
Energy	5.98	-
Consumer Defensive	11.69	2.49
Healthcare	15.21	18.07
Technology	16.25	6.63
Consumer Cyclical	12.35	23.21
Utilities	4.03	5.51
Financial Services	-	9.71
Communication Services	-	4.54