Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ICICI Prudential ESG Exclusionary Strategy Fund vs Tata Ethical Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential ESG Exclusionary Strategy Fund - Growth

Invest Now

tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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) ₹1471 Cr ₹3253 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Oct 2020 21 Aug 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 2.17 1.92
Manager Mittul Kalawadia Abhinav Sharma
ISIN Code INF109KC1N75 INF277K01956
Exits Load ICICI Prudential ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential ESG Exclusionary Strategy Fund - Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Month 4.57% 5.04%
6 Month -12.4% -17.49%
1 Year 10% 0.2%
3 Year 15.25% 8.05%
5 Year - 22.46%

SIP Return Analysis

Scheme Name ICICI Prudential ESG Exclusionary Strategy Fund - Growth Tata Ethical Fund-Regular Plan - Growth Option
6 Month -3.94% -7.74%
1 Year -3.43% -16.45%
3 Year 18.28% 8.58%
5 Year - 12.85%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential ESG Exclusionary Strategy Fund - Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Year 18.14% 13.97%
3 Year 16.24% 13.84%
5 Year - 14.38%

Risk Management

Scheme Name ICICI Prudential ESG Exclusionary Strategy Fund - Growth Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation 12.253% 12.5%
Sharp 0.854% 0.18%
Beta 0.811% 0.87%
Alpha 6.291% -0.47%

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 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
Funds Managed 5 3
ICICI Prudential ESG Exclusionary Strategy Fund - Growth Tata Ethical Fund-Regular Plan - Growth Option

Market Cap

Scheme Name

ICICI Prudential ESG Exclusionary Strategy Fund - Growth

Tata Ethical Fund-Regular Plan - Growth Option

Others 5.67 6.72
Large Cap 67.52 42.48
Mid Cap 4.67 35.24
Small Cap 22.14 15.55

Sector Allocation

Scheme Name

ICICI Prudential ESG Exclusionary Strategy Fund - Growth

Tata Ethical Fund-Regular Plan - Growth Option

Others 5.67 6.72
Energy 2.07 5.98
Technology 8.96 17.43
Financial Services 25.66 -
Basic Materials 5.48 12.47
Healthcare 9.86 15.05
Consumer Cyclical 14.65 11.39
Industrials 8.2 15.26
Consumer Defensive 4.08 11.79
Communication Services 11.26 -
Utilities 4.12 3.91

Top Comparisons

SBI Arbitrage Opportunities Fund - Regular Plan - Gr SBI Arbitrage Opportunities Fund - Regular Plan - Gr

3Y Returns6.79%

VS

Mirae Asset Arbitrage Fund Regular Growth Mirae Asset Arbitrage Fund Regular Growth

3Y Returns6.49%

Compare Now

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

3Y Returns7.76%

VS

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns9.19%

Compare Now

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns11.89%

VS

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns11.89%

Compare Now

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7%

Compare Now
Add to Cart Successfully