Edelweiss Equity Savings Fund vs Tata Equity Savings Fund compare

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tortoise-icon Tata Equity Savings Fund -Regular Plan-Growth Option

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tortoise-icon Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Moderate Moderate
Asset Size (Cr) ₹126 Cr ₹349 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 26 Apr 1997 05 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 1.12 1.54
Manager Sailesh Jain Dhawal Dalal
ISIN Code INF277K01907 INF843K01KG9
Exits Load For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365 Exit load of 0.25%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month 1.84% 1.84%
6 Month 7.91% 8.5%
1 Year 16.31% 17.27%
3 Year 9.76% 9.78%
5 Year 9.42% 10.77%

SIP Return Analysis

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.44% 7.57%
3 Year 17.25% 18.17%
5 Year 29% 31.29%

Rolling Lumpsum Returns

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 9.56% 10.33%
3 Year 23.27% 24.66%
5 Year 31.36% 33.06%

Risk Management

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation 3.99% 3.86%
Sharp 0.62% 0.65%
Beta 0.8% 0.7%
Alpha 1.04% 1.22%

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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
Fund Manage 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 31.53 35.98
Large Cap 54.06 43.95
Mid Cap 11.87 15.51
Small Cap 2.49 4.55

Sector Allocation

Scheme Name

Tata Equity Savings Fund -Regular Plan-Growth Option

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 47.79 56.09
Materials 0.58 0.9
Construction 2.01 1.57
Communication 1.82 0.96
Unclassified 8.4 2.43
Healthcare 2.05 1.85
Services 1.78 2.52
Consumer Staples 2.22 1.65
Financial 8.65 8.36
Sovereign 6.7 15.22
Capital Goods 6.77 0.67
Technology 3.25 2.13
Energy 5.12 2.58
Insurance 1.17 -
Automobile 1.64 2.04
Metals & Mining - 0.38
Chemicals - 0.47
Textiles - 0.17

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