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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) | ₹250 Cr | ₹2417 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 | 0.64% | 0.5% |
| 6 Month | 2.4% | 2.61% |
| 1 Year | 7.33% | 9.56% |
| 3 Year | 10.73% | 11.37% |
| 5 Year | 11.01% | 12.4% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.91% | 2.92% |
| 1 Year | 7.25% | 7.43% |
| 3 Year | 10.44% | 10.99% |
| 5 Year | 9.6% | 10.26% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.11% | 8.82% |
| 3 Year | 7.08% | 8.5% |
| 5 Year | 6.92% | 8.01% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.048% | 4.11% |
| Sharp | 0.516% | 0.656% |
| Beta | - | - |
| Alpha | - | - |
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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 | 34.75 | 29.62 |
| Large Cap | 55.69 | 57.12 |
| Mid Cap | 8.02 | 8.16 |
| Small Cap | 1.55 | 5.11 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.29 | 27.99 |
| Communication Services | 5.41 | 5.01 |
| Energy | 6.21 | 8.65 |
| Industrials | 12.58 | 4.1 |
| Healthcare | 4.33 | 3.9 |
| Basic Materials | 5.5 | 4.98 |
| Financial Services | 19.96 | 27.81 |
| Consumer Defensive | 2.97 | 2.23 |
| Technology | 3.32 | 2.74 |
| Consumer Cyclical | 0.83 | 8.74 |
| Utilities | 4.59 | 3.65 |
| Real Estate | - | 0.2 |
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