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Tata Equity Savings Fund -Regular Plan-Growth Option
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderately High |
| Asset Size (Cr) | ₹270 Cr | ₹265 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Aug 2003 | 29 Jul 2019 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 59.93% | 486% |
| Expense Ratio | 1.13 | 2.48 |
| Manager | Sailesh Jain | Miten Vora |
| ISIN Code | INF277K01907 | INF955L01II9 |
| 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.51% | 2.59% |
| 6 Month | 3.35% | 5.3% |
| 1 Year | 6.41% | 6.75% |
| 3 Year | 9.97% | 10.23% |
| 5 Year | 9.98% | 8.62% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.51% | 2.14% |
| 1 Year | 7.19% | 9.6% |
| 3 Year | 9.55% | 10.06% |
| 5 Year | 9.11% | 9.3% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.06% | 9.07% |
| 3 Year | 7.13% | 8.23% |
| 5 Year | 6.95% | 9.19% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.57% | 4.92% |
| Sharp | 0.85% | 0.59% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sailesh Jain | Miten Vora |
| Total AUM | ₹17041 Cr | ₹6478 Cr |
| Funds Managed | 7 | 6 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 35.11 | 35.82 |
| Large Cap | 58.04 | 48.21 |
| Mid Cap | 6.07 | 10.7 |
| Small Cap | 0.77 | 5.28 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.33 | 28.2 |
| Communication Services | 5.89 | 3.77 |
| Energy | 4.39 | 3.93 |
| Industrials | 9.91 | 8.55 |
| Technology | 3.51 | 3.89 |
| Financial Services | 22.66 | 18.8 |
| Consumer Defensive | 4.81 | 2.6 |
| Healthcare | 3.82 | 3.44 |
| Basic Materials | 4.32 | 7.62 |
| Utilities | 4.74 | 5.78 |
| Consumer Cyclical | 1.62 | 7.39 |
| Real Estate | - | 6.02 |
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