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Edelweiss Equity Savings Fund vs Tata Equity Savings Fund compare
Tata Equity Savings Fund -Regular Plan-Growth Option
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹266 Cr | ₹750 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 18 Aug 2003 | 13 Oct 2014 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 59.93% | 87% |
| Expense Ratio | 1.13 | 1.6 |
| Manager | Sailesh Jain | Dhawal Dalal |
| ISIN Code | INF277K01907 | INF843K01KG9 |
| 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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.73% | 1.49% |
| 6 Month | 5.49% | 8.14% |
| 1 Year | 5.41% | 6.73% |
| 3 Year | 9.95% | 11.3% |
| 5 Year | 10% | 10.8% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.49% | 3.05% |
| 1 Year | 6.82% | 10.71% |
| 3 Year | 9.63% | 11.54% |
| 5 Year | 9.08% | 10.46% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.1% | 8.7% |
| 3 Year | 7.1% | 8.9% |
| 5 Year | 6.94% | 9.05% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.69% | 3.74% |
| Sharp | 0.72% | 1.04% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sailesh Jain | Dhawal Dalal |
| Total AUM | ₹17041 Cr | ₹25974 Cr |
| Funds Managed | 7 | 12 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 35.76 | 39 |
| Large Cap | 58.08 | 39.44 |
| Mid Cap | 5.4 | 15.98 |
| Small Cap | 0.76 | 5.58 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 35 | 33.21 |
| Communication Services | 6.02 | 5 |
| Energy | 4.44 | 6.85 |
| Industrials | 9.72 | 5.88 |
| Technology | 3.75 | 4.12 |
| Financial Services | 22.29 | 18.71 |
| Consumer Defensive | 5.16 | 1.82 |
| Healthcare | 2.98 | 4.75 |
| Basic Materials | 4.36 | 10.82 |
| Utilities | 4.64 | 1.54 |
| Consumer Cyclical | 1.63 | 5.77 |
| Real Estate | - | 1.53 |
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