All comparisons
Head-to-head
Tata Ethical Fund - Direct Plan - Growth OptionvsHDFC Transportation and Logistics Fund - Direct Plan - Growth Option
Side-by-side comparison of Tata Ethical Fund - Direct Plan - Growth Option and HDFC Transportation and Logistics Fund - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sector
Tata Ethical Fund - Direct Plan - Growth Option
3Y ago₹1.19 L
5Y ago₹1.44 L
sector
HDFC Transportation and Logistics Fund - Direct Plan - Growth Option
3Y ago₹2.00 L
5Y ago—
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Tata Ethical Fund - Direct Plan… | HDFC Transportation and Logisti… |
|---|---|---|
| Fund house | Tata Mutual Fund | HDFC Mutual Fund |
| Category | Equity Scheme - Sectoral/ Thematic | Equity Scheme - Sectoral/ Thematic |
| Latest NAV | ₹424.6718 | ₹20.441 |
| Assets managed (AUM) | — | — |
| 1Y return | -3.08% | 12.13% |
| 3Y CAGR | 5.83% | 26.05% |
| 5Y CAGR | 7.49% | — |
| Since inception CAGR | 13.65% | 26.40% |
| Bumpiness · 3Y (annualised σ) | 12.73 | 16.99 |
| Worst drop ever | -29.50% | -23.50% |
| Sharpe · 3Y (rf=6%) | -0.01 | 1.04 |
Explore each fund individually
Tata Ethical Fund - Direct Plan - Growth Option →HDFC Transportation and Logistics Fund - Direct Plan - Growth Option →
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