Sundaram Services Fund Regular Plan vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
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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