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
| 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 |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.88% | 2.72% |
| 6 Month | 25.78% | 16.68% |
| 1 Year | 34.27% | 33.57% |
| 3 Year | 15.9% | 18.93% |
| 5 Year | 23.58% | 24.52% |
| 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% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 22.58% | 24.09% |
| 3 Year | 52.72% | 59.58% |
| 5 Year | 75.06% | 82.86% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 12.7% |
| Sharp | 0.78% | 0.94% |
| Beta | 0.87% | 0.83% |
| Alpha | 1.32% | 5.93% |
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| 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 |
| 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 |
| 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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