Tata Ethical Fund vs Sundaram Services Fund Regular Plan 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) | ₹3202 Cr | ₹3875 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 | 1.89 |
| 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 |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.61% | 2.59% |
| 6 Month | -0.55% | 8.69% |
| 1 Year | 17.35% | 18.1% |
| 3 Year | 12.85% | 16.05% |
| 5 Year | 19.64% | 21.19% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.49% | 17.23% |
| 3 Year | 16.25% | 21.53% |
| 5 Year | 18.75% | 23.39% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.9% | 20.51% |
| 3 Year | 14.05% | 23% |
| 5 Year | 14.3% | 21.77% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 12.7% |
| Sharp | 0.54% | 0.94% |
| Beta | 0.88% | 0.83% |
| Alpha | 0.3% | 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 | 7.33 | 5.56 |
| Large Cap | 41.54 | 43.98 |
| Mid Cap | 36.13 | 16.69 |
| Small Cap | 15 | 33.76 |
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.33 | 5.56 |
| Electrical Equipment | 4.28 | - |
| Industrial Products | 6.01 | - |
| Consumer Durables | 5.43 | 3.57 |
| Fertilizers & Agrochemicals | 2.92 | - |
| Petroleum Products | 2.13 | 4.5 |
| Diversified FMCG | 4.49 | - |
| Pharmaceuticals & Biotechnology | 12.47 | - |
| IT - Software | 16.98 | 6.49 |
| Healthcare Services | 2.99 | 7.29 |
| Cement & Cement Products | 4.73 | - |
| Chemicals & Petrochemicals | 4.69 | - |
| Auto Components | 6.17 | - |
| Personal Products | 4.12 | - |
| Gas | 4.7 | - |
| IT - Services | 1.29 | 3.17 |
| Non - Ferrous Metals | 1.1 | - |
| Agricultural Food & other Products | 2.27 | - |
| Retailing | 1.7 | 3.99 |
| Food Products | 0.81 | - |
| Oil | 1.45 | - |
| Diversified | 0.73 | - |
| Textiles & Apparels | 1.21 | 1.3 |
| Finance | - | 12.08 |
| Banks | - | 18.71 |
| Capital Markets | - | 6.55 |
| Telecom - Services | - | 10.37 |
| Transport Services | - | 1.75 |
| Entertainment | - | 1.72 |
| Realty | - | 1.7 |
| Leisure Services | - | 4.29 |
| Commercial Services & Supplies | - | 0.98 |
| Financial Technology (Fintech) | - | 1.1 |
| Insurance | - | 3.41 |
| Transport Infrastructure | - | 1.46 |
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