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 -6.92% -7.96%
6 Month 9.94% 11.97%
1 Year 31.25% 24.19%
3 Year 14.11% 8.33%
5 Year 19.61% 21.95%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Edelweiss Recently Listed IPO Fund Regular Plan Growth
1 Year 13.86% 19.2%
3 Year 14.11% 21.74%
5 Year 14.3% 20.81%

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 0.71% 0.55%
Beta 0.87% 0.9%
Alpha 0.6% -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

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

3Y Returns0%

VS

HSBC Multi Cap Fund - Regular - Growth HSBC Multi Cap Fund - Regular - Growth

3Y Returns0%

Compare Now

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns17.86%

VS

Axis Flexi Cap Fund - Regular Plan - Growth Axis Flexi Cap Fund - Regular Plan - Growth

3Y Returns12.63%

Compare Now

Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme - Regular Plan - Growth Option Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme - Regular Plan - Growth Option

3Y Returns5.35%

VS

Axis All Seasons Debt Fund of Funds - Regular Plan - Growth Option Axis All Seasons Debt Fund of Funds - Regular Plan - Growth Option

3Y Returns6.02%

Compare Now

ITI Banking and PSU Fund Regular - Growth ITI Banking and PSU Fund Regular - Growth

3Y Returns5.56%

VS

BANDHAN Banking & PSU Debt Fund - Regular Growth BANDHAN Banking & PSU Debt Fund - Regular Growth

3Y Returns5.41%

Compare Now
Request call back
Add to Cart Successfully