ICICI Prudential ESG Exclusionary Strategy Fund vs Tata Ethical Fund compare
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Fund | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1498 Cr | ₹2817 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Oct 2020 | 24 May 1996 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | Nifty 500 Shariah TRI |
| Turn Over | 36% | 11.72% |
| Expense Ratio | 2.14 | 1.95 |
| Manager | Mittul Kalawadia | Abhinav Sharma |
| ISIN Code | INF109KC1N75 | INF277K01956 |
| Exits Load | Exit load of 1% if redeemed within 12 months./365 | Exit load of 0.50% if redeemed within 90 days./365 |
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.46% | 4.88% |
| 6 Month | 19.26% | 25.78% |
| 1 Year | 47.22% | 34.27% |
| 3 Year | 18.48% | 15.9% |
| 5 Year | - | 23.58% |
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.93% | 14.81% |
| 3 Year | 35.88% | 31.9% |
| 5 Year | 42.81% | 69.56% |
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.95% | 22.58% |
| 3 Year | 43.96% | 52.72% |
| 5 Year | 48.03% | 75.06% |
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.11% | 12.5% |
| Sharp | 0.87% | 0.78% |
| Beta | 0.73% | 0.87% |
| Alpha | 2.78% | 1.32% |
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| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Name | Mittul Kalawadia | Abhinav Sharma |
| Total AUM | ₹45730 Cr | ₹5613 Cr |
| Fund Manage | 5 | 3 |
| ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
| Scheme Name |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 9.89 | 7.3 |
| Large Cap | 59.82 | 44.12 |
| Small Cap | 26.57 | 13.97 |
| Mid Cap | 3.72 | 34.61 |
| Scheme Name |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 9.17 | 6.24 |
| Energy | 2.45 | 4.5 |
| Technology | 13.62 | 22.83 |
| Financial | 16.7 | - |
| Metals & Mining | 1.07 | 3.57 |
| Healthcare | 9.54 | 10.15 |
| Capital Goods | 13.39 | 14.79 |
| Materials | 1.38 | 9.23 |
| Insurance | 4.07 | - |
| Services | 2.4 | 1.22 |
| Consumer Staples | 2.19 | 10.41 |
| Consumer Discretionary | 3.2 | 2.33 |
| Communication | 8.01 | 1.22 |
| Automobile | 9.01 | 3.17 |
| Chemicals | 2.57 | 6.1 |
| Textiles | 1.23 | 2.19 |
| Diversified | - | 2.05 |
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