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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) | ₹277 Cr | ₹931 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 | 0.09% | -0.26% |
| 6 Month | 2.79% | 3.19% |
| 1 Year | 5.68% | 4.28% |
| 3 Year | 9.77% | 9.94% |
| 5 Year | 8.82% | 8.78% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.61% | 1.73% |
| 1 Year | 7.53% | 8.19% |
| 3 Year | 9.2% | 9.12% |
| 5 Year | 8.88% | 8.8% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.01% | 8.38% |
| 3 Year | 7.16% | 8.83% |
| 5 Year | 6.97% | 9.14% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.52% | 5.08% |
| Sharp | 0.79% | 0.58% |
| 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 | 32.38 | 30.77 |
| Large Cap | 60.4 | 54.89 |
| Mid Cap | 6.41 | 6.92 |
| Small Cap | 0.82 | 7.42 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.5 | 28.16 |
| Communication Services | 6.39 | 2.99 |
| Energy | 4.75 | 10.23 |
| Industrials | 10.48 | 6.92 |
| Technology | 3.78 | 3.38 |
| Financial Services | 23.89 | 24.21 |
| Consumer Defensive | 4.69 | 2.86 |
| Healthcare | 3.98 | 6.18 |
| Basic Materials | 4.27 | 4.95 |
| Utilities | 4.65 | 0.78 |
| Consumer Cyclical | 1.62 | 7.92 |
| Real Estate | - | 1.4 |
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