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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Get Free Experts GuidanceScheme 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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