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Axis Equity Saver Fund vs Tata Equity Savings Fund compare

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tortoise-icon Tata Equity Savings Fund -Regular Plan-Growth Option

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tortoise-icon 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 Risk Moderately High Risk
Asset Size (Cr) ₹250 Cr ₹968 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 -0.17% -0.94%
6 Month 1.24% -0.28%
1 Year 8.65% 6.94%
3 Year 8.79% 8.42%
5 Year 8.87% 8.93%

SIP Return Analysis

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option Axis Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 4.82% 2.01%
3 Year 9.66% 9.43%
5 Year 9.42% 9.44%

Rolling Lumpsum Returns

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option Axis Equity Savings Fund - Regular Plan - Growth
1 Year 7.05% 8.85%
3 Year 7.05% 8.69%
5 Year 6.89% 8.9%

Risk Management

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation 3.99% 5.7%
Sharp 0.72% 0.52%
Beta 0.82% 1.14%
Alpha 0.33% -0.71%

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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
Fund Manage 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 30.31 1.73
Large Cap 14.56 55.47
Mid Cap 4.11 5.48
Small Cap 1.34 6.58

Sector Allocation

Scheme Name

Tata Equity Savings Fund -Regular Plan-Growth Option

Axis Equity Savings Fund - Regular Plan - Growth

Others 30.31 1.73
Telecom - Services 0.85 2.41
Petroleum Products 1.75 8.16
Electrical Equipment 0.36 0.35
Pharmaceuticals & Biotechnology 1.32 4.21
Cement & Cement Products 0.49 1.52
Construction 0.85 3.6
Finance 0.92 2.56
Diversified FMCG 0.67 2.63
Banks 5.18 15.89
Agricultural, Commercial & Construction Vehicles 0.45 -
Insurance -0.01 1.57
Ferrous Metals 0.2 2.53
IT - Software 2.76 6.28
Industrial Products 0.44 0.16
Auto Components 0.56 2.05
Financial Technology (Fintech) 0.34 -
Automobiles 0.3 2.23
Industrial Manufacturing 0.46 0.29
Transport Services 0.41 -
Power 1.04 1.82
Transport Infrastructure -0.03 -
Consumer Durables 0.7 1.23
Personal Products - 0.38
Capital Markets - 0.01
Healthcare Services - 0.94
Non - Ferrous Metals - 1.16
Aerospace & Defense - 0.13
Commercial Services & Supplies - 0.87
Diversified Metals - 0.63
Oil - 0.26
Food Products - 0.47
Realty - 0.82
Chemicals & Petrochemicals - 0.17
Leisure Services - 0.03
Consumable Fuels - 0.22
Fertilizers & Agrochemicals - 0.19
Retailing - 0.9
Beverages - 0.86

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