HDFC Equity Savings Fund vs Tata Equity Savings Fund compare

HDFC Equity Savings Fund vs Tata Equity Savings Fund compare

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HDFC Equity Savings Fund - GROWTH PLAN

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Tata 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	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
Fund	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Low to Moderate
Asset Size (Cr)	₹5739 Cr	₹270 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹300	₹100
Min Addl Investment	₹100	₹1000
Launch Date	17 Sep 2004	18 Aug 2003
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	27.79%	59.93%
Expense Ratio	1.89	1.13
Manager	Anil Bamboli	Sailesh Jain
ISIN Code	INF179K01AM7	INF277K01907
Exits Load	HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	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

Trailing Lumpsum Returns

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Month	1.29%	1.12%
6 Month	4.25%	3.2%
1 Year	5.5%	6.34%
3 Year	10.2%	9.81%
5 Year	12.67%	9.94%

SIP Return Analysis

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month	0.77%	0.42%
1 Year	6.05%	4.88%
3 Year	8.52%	8.56%
5 Year	9.24%	8.53%

Rolling Lumpsum Returns

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year	8.4%	7.06%
3 Year	9.93%	7.13%
5 Year	9.48%	6.95%

Risk Management

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation	4.42%	3.55%
Sharp	0.76%	0.83%
Beta	-	-
Alpha	-	-

Fund Managers

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
Name	Anil Bamboli	Sailesh Jain
Total AUM	₹135442 Cr	₹17041 Cr
Funds Managed	12	7
	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option

Market Cap

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	34.16	35.11
Large Cap	59.11	58.04
Small Cap	4.09	0.77
Mid Cap	2.64	6.07

Sector Allocation

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	30.01	34.33
Energy	7.59	4.39
Technology	4.33	3.51
Industrials	7.18	9.91
Consumer Defensive	2.47	4.81
Basic Materials	4.3	4.32
Financial Services	23.22	22.66
Real Estate	1.72	-
Healthcare	5.45	3.82
Consumer Cyclical	9.08	1.62
Utilities	2.41	4.74
Communication Services	2.24	5.89

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