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Sundaram Services Fund Regular Plan vs Tata Ethical Fund compare

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

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tortoise-icon Sundaram Services 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 Sundaram Services Fund Regular Plan - Growth
Fund Tata Ethical Fund-Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3253 Cr ₹3793 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 21 Aug 1996 01 Sep 2018
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark Nifty 500 Shariah TRI NIFTY Service Sector TRI
Turn Over 11.72% 29%
Expense Ratio 1.92 1.94
Manager Abhinav Sharma Rohit Seksaria
ISIN Code INF277K01956 INF903JA1EX7
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 Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
1 Month 1.38% 7.01%
6 Month -11.81% -1.05%
1 Year 3.38% 17.16%
3 Year 9.59% 17.06%
5 Year 21.09% 28.3%

SIP Return Analysis

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
6 Month -3.9% 3.36%
1 Year -15.19% 7.16%
3 Year 8.35% 18.6%
5 Year 12.3% 20.28%

Rolling Lumpsum Returns

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
1 Year 13.97% 20.46%
3 Year 13.84% 22.46%
5 Year 14.38% 21.59%

Risk Management

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
Standard Deviation 12.5% 13.733%
Sharp 0.15% 0.606%
Beta 0.87% -
Alpha -0.77% -

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Fund Managers

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
Name Abhinav Sharma Rohit Seksaria
Total AUM ₹5613 Cr ₹0 Cr
Funds Managed 3 15
Tata Ethical Fund-Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth

Market Cap

Scheme Name

Tata Ethical Fund-Regular Plan - Growth Option

Sundaram Services Fund Regular Plan - Growth

Others 9.42 9.97
Large Cap 39.68 50.92
Mid Cap 35.67 10.3
Small Cap 15.23 28.8

Sector Allocation

Scheme Name

Tata Ethical Fund-Regular Plan - Growth Option

Sundaram Services Fund Regular Plan - Growth

Others 9.42 6.38
Industrials 12.67 5.77
Basic Materials 12.39 -
Energy 5.98 5.11
Consumer Defensive 11.69 -
Healthcare 15.21 7.46
Technology 16.25 7.92
Consumer Cyclical 12.35 12.78
Utilities 4.03 -
Communication Services - 15.5
Financial Services - 37.21
Real Estate - 1.87

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