Axis Equity Saver Fund vs Tata Equity Savings Fund compare

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Tata Equity Savings Fund -Regular Plan-Growth Option

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Axis Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
1 Month	-0.32%	-0.23%
6 Month	4.2%	3.71%
1 Year	5.7%	3.76%
3 Year	9.95%	9.97%
5 Year	10.27%	10.73%

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
6 Month	2.04%	2.27%
1 Year	6.68%	4.98%
3 Year	10.14%	9.92%
5 Year	9.48%	9.39%

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%

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	-	-

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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

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

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