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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) | ₹277 Cr | ₹3936 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 | 0.24% | -0.24% |
| 6 Month | 2.81% | 1.97% |
| 1 Year | 5.42% | 5% |
| 3 Year | 9.81% | 9.91% |
| 5 Year | 8.87% | 9.57% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.61% | 1.44% |
| 1 Year | 7.53% | 6.76% |
| 3 Year | 9.2% | 9.26% |
| 5 Year | 8.88% | 9.09% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.02% | 8.46% |
| 3 Year | 7.15% | 8.8% |
| 5 Year | 6.97% | 8.23% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.52% | 4.23% |
| Sharp | 0.79% | 1.07% |
| Beta | - | 0.82% |
| Alpha | - | 0.82% |
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 | 32.38 | 32.73 |
| Large Cap | 60.4 | 56.66 |
| Mid Cap | 6.41 | 6.96 |
| Small Cap | 0.82 | 3.64 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.5 | 27.62 |
| Communication Services | 6.39 | 4.86 |
| Energy | 4.75 | 7.07 |
| Industrials | 10.48 | 3.15 |
| Technology | 3.78 | 5.21 |
| Financial Services | 23.89 | 28.68 |
| Consumer Defensive | 4.69 | 3.25 |
| Healthcare | 3.98 | 5.78 |
| Basic Materials | 4.27 | 4.11 |
| Utilities | 4.65 | 3.08 |
| Consumer Cyclical | 1.62 | 5.88 |
| Real Estate | - | 1.31 |
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