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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
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 | 6.23% | 5.2% |
| 6 Month | -16.51% | -9.65% |
| 1 Year | 2.31% | 10.95% |
| 3 Year | 9.18% | 14.08% |
| 5 Year | 22.58% | 27.75% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -7.74% | -4.18% |
| 1 Year | -16.45% | -3.09% |
| 3 Year | 8.58% | 15.38% |
| 5 Year | 12.85% | 18.79% |
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 | 0.18% | 0.606% |
| Beta | 0.87% | - |
| Alpha | -0.47% | - |
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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 | 6.72 | 9.97 |
| Large Cap | 42.48 | 50.92 |
| Mid Cap | 35.24 | 10.3 |
| Small Cap | 15.55 | 28.8 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.72 | 6.38 |
| Industrials | 15.26 | 5.77 |
| Basic Materials | 12.47 | - |
| Energy | 5.98 | 5.11 |
| Consumer Defensive | 11.79 | - |
| Healthcare | 15.05 | 7.46 |
| Technology | 17.43 | 7.92 |
| Consumer Cyclical | 11.39 | 12.78 |
| Utilities | 3.91 | - |
| Communication Services | - | 15.5 |
| Financial Services | - | 37.21 |
| Real Estate | - | 1.87 |
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