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) ₹2817 Cr ₹3632 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 24 May 1996 21 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 1.95 1.89
Manager Abhinav Sharma Rohit Seksaria
ISIN Code INF277K01956 INF903JA1EX7
Exits Load Exit load of 0.50% if redeemed within 90 days./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
1 Month -6.92% 2.72%
6 Month 9.94% 16.68%
1 Year 31.25% 33.57%
3 Year 14.11% 18.93%
5 Year 19.61% 24.52%

SIP Return Analysis

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
6 Month - -
1 Year 14.81% 10.89%
3 Year 31.9% 31.75%
5 Year 69.56% 74.85%

Rolling Lumpsum Returns

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
1 Year 13.86% 20.12%
3 Year 14.11% 23.24%
5 Year 14.3% 21.71%

Risk Management

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option Sundaram Services Fund Regular Plan - Growth
Standard Deviation 12.5% 12.7%
Sharp 0.71% 0.94%
Beta 0.87% 0.83%
Alpha 0.6% 5.93%

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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
Fund Manage 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 7.3 7
Large Cap 44.12 51.63
Mid Cap 34.61 11.6
Small Cap 13.97 29.79

Sector Allocation

Scheme Name

Tata Ethical Fund-Regular Plan - Growth Option

Sundaram Services Fund Regular Plan - Growth

Others 6.24 1.68
Capital Goods 14.79 -
Materials 9.23 -
Technology 22.83 8.99
Consumer Staples 10.41 -
Healthcare 10.15 6
Chemicals 6.1 -
Automobile 3.17 -
Metals & Mining 3.57 -
Communication 1.22 9.31
Energy 4.5 6.24
Consumer Discretionary 2.33 4.58
Services 1.22 15.44
Diversified 2.05 -
Textiles 2.19 1.25
Financial - 38.91
Insurance - 3.89
Construction - 1.48
Unclassified - 2.25

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