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Tata Equity Savings Fund -Regular Plan-Growth Option
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹270 Cr | ₹3773 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 18 Aug 2003 | 28 Mar 2016 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 59.93% | 444% |
| Expense Ratio | 1.13 | 1.32 |
| Manager | Sailesh Jain | Kedar Karnik |
| ISIN Code | INF277K01907 | INF740KA1439 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.62% | 0.6% |
| 6 Month | 3.72% | 2.84% |
| 1 Year | 6.13% | 5.08% |
| 3 Year | 10.23% | 10.37% |
| 5 Year | 9.9% | 10.82% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.5% | 1.23% |
| 1 Year | 7.28% | 6.46% |
| 3 Year | 9.56% | 9.76% |
| 5 Year | 9.1% | 9.43% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.06% | 8.66% |
| 3 Year | 7.13% | 8.68% |
| 5 Year | 6.95% | 8.16% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.57% | 3.68% |
| Sharp | 0.85% | 0.87% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sailesh Jain | Kedar Karnik |
| Total AUM | ₹17041 Cr | ₹32997 Cr |
| Funds Managed | 7 | 11 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 35.11 | 34.83 |
| Large Cap | 58.04 | 55.48 |
| Mid Cap | 6.07 | 6.04 |
| Small Cap | 0.77 | 3.65 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.33 | 30.89 |
| Communication Services | 5.89 | 4.17 |
| Energy | 4.39 | 6.63 |
| Industrials | 9.91 | 2.98 |
| Technology | 3.51 | 5.25 |
| Financial Services | 22.66 | 25.71 |
| Consumer Defensive | 4.81 | 3.47 |
| Healthcare | 3.82 | 5.88 |
| Basic Materials | 4.32 | 3.45 |
| Utilities | 4.74 | 3.21 |
| Consumer Cyclical | 1.62 | 6.96 |
| Real Estate | - | 1.39 |
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