Axis Equity Saver Fund vs Tata Equity Savings Fund compare
Tata Equity Savings Fund -Regular Plan-Growth Option
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderately High |
Asset Size (Cr) | ₹268 Cr | ₹952 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 18 Aug 2003 | 14 Aug 2015 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 59.93% | 34.8% |
Expense Ratio | 1.13 | 2.26 |
Manager | Sailesh Jain | Hardik Shah |
ISIN Code | INF277K01907 | INF846K01VO3 |
Exits Load | Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.66% | 0.68% |
6 Month | 4.25% | 3.51% |
1 Year | 5.91% | 4% |
3 Year | 10.54% | 10.87% |
5 Year | 10.45% | 10.86% |
SIP Return Analysis
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.45% | 2.69% |
1 Year | 7.42% | 5.54% |
3 Year | 10.31% | 9.95% |
5 Year | 9.59% | 9.43% |
Rolling Lumpsum Returns
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.11% | 8.73% |
3 Year | 7.08% | 8.7% |
5 Year | 6.92% | 8.98% |
Risk Management
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.74% | 5.60% |
Sharp | 1.09% | 0.84% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Sailesh Jain | Hardik Shah |
Total AUM | ₹17041 Cr | ₹0 Cr |
Funds Managed | 7 | 12 |
Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 34.53 | 32.49 |
Large Cap | 58.7 | 56.01 |
Mid Cap | 5.84 | 6.74 |
Small Cap | 0.92 | 4.76 |
Sector Allocation
Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.7 | 30.6 |
Communication Services | 6.35 | 3.19 |
Energy | 5.48 | 10.47 |
Industrials | 9.91 | 5.24 |
Technology | 4.28 | 6.64 |
Financial Services | 22.05 | 23.17 |
Consumer Defensive | 4.45 | 3.34 |
Healthcare | 3.23 | 5.34 |
Basic Materials | 4.38 | 5.37 |
Utilities | 4.7 | 1.6 |
Consumer Cyclical | 1.45 | 4.62 |
Real Estate | - | 0.42 |
Top Comparisons
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns7.56%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.59%
Sundaram Arbitrage Fund Regular Growth
3Y Returns6.59%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.89%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns23.76%
DSP Quant Fund - Regular Plan - Growth
3Y Returns12.82%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.35%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.37%