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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) | ₹270 Cr | ₹936 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 | 1.12% | 1.44% |
| 6 Month | 3.2% | 3.63% |
| 1 Year | 6.34% | 5.18% |
| 3 Year | 9.81% | 9.9% |
| 5 Year | 9.94% | 10.4% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.42% | 0.58% |
| 1 Year | 4.88% | 4.69% |
| 3 Year | 8.56% | 8.33% |
| 5 Year | 8.53% | 8.35% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.06% | 8.52% |
| 3 Year | 7.13% | 8.78% |
| 5 Year | 6.95% | 9.07% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.55% | 5.09% |
| Sharp | 0.83% | 0.61% |
| Beta | - | - |
| Alpha | - | - |
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 | 35.11 | 34.21 |
| Large Cap | 58.04 | 53.1 |
| Mid Cap | 6.07 | 6.72 |
| Small Cap | 0.77 | 5.98 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.33 | 31.66 |
| Communication Services | 5.89 | 2.63 |
| Energy | 4.39 | 8.86 |
| Industrials | 9.91 | 6.86 |
| Technology | 3.51 | 4.49 |
| Financial Services | 22.66 | 22.39 |
| Consumer Defensive | 4.81 | 2.95 |
| Healthcare | 3.82 | 6.29 |
| Basic Materials | 4.32 | 4.98 |
| Utilities | 4.74 | 1.34 |
| Consumer Cyclical | 1.62 | 6.7 |
| Real Estate | - | 0.85 |
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