- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
HSBC Equity Savings Fund vs Tata Equity Savings Fund compare
Tata Equity Savings Fund -Regular Plan-Growth Option
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderately High |
| Asset Size (Cr) | ₹270 Cr | ₹723 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Aug 2003 | 18 Oct 2011 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 59.93% | 75% |
| Expense Ratio | 1.13 | 1.51 |
| Manager | Sailesh Jain | Mahesh A Chhabria |
| ISIN Code | INF277K01907 | INF917K01AA5 |
| 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 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.69% | -0.72% |
| 6 Month | 3.08% | 7.66% |
| 1 Year | 6.11% | 4.76% |
| 3 Year | 9.78% | 13.41% |
| 5 Year | 9.54% | 13.04% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.34% | 2.55% |
| 1 Year | 6.89% | 10.51% |
| 3 Year | 9.21% | 12.48% |
| 5 Year | 8.87% | 11.91% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.06% | 7.91% |
| 3 Year | 7.13% | 9.59% |
| 5 Year | 6.95% | 8.48% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 3.55% | 7.29% |
| Sharp | 0.83% | 0.89% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | Sailesh Jain | Mahesh A Chhabria |
| Total AUM | ₹17041 Cr | ₹15021 Cr |
| Funds Managed | 7 | 9 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 35.11 | 38.94 |
| Large Cap | 58.04 | 36.57 |
| Mid Cap | 6.07 | 17.79 |
| Small Cap | 0.77 | 6.7 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 34.33 | 31.45 |
| Communication Services | 5.89 | 5.32 |
| Energy | 4.39 | 1.73 |
| Industrials | 9.91 | 7.55 |
| Technology | 3.51 | 5.12 |
| Financial Services | 22.66 | 25.49 |
| Consumer Defensive | 4.81 | 2.93 |
| Healthcare | 3.82 | 7.72 |
| Basic Materials | 4.32 | 2.8 |
| Utilities | 4.74 | 1.38 |
| Consumer Cyclical | 1.62 | 8.47 |
| Real Estate | - | 0.04 |
Top Comparisons
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns7.14%
UTI - Gilt Fund - Discontinued PF Plan - Growth Option
3Y Returns7.14%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns16.7%
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
3Y Returns12.49%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.87%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns24.86%
LIC MF ELSS Regular Plan-Growth
3Y Returns14.84%
LIC MF ELSS Tax Saver - Regular Plan - Growth
3Y Returns14.84%
