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Mirae Asset Equity Savings Fund vs Tata Equity Savings Fund compare
Tata Equity Savings Fund -Regular Plan-Growth Option
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderately High |
| Asset Size (Cr) | ₹250 Cr | ₹1371 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Aug 2003 | 17 Dec 2018 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | Nifty Equity Savings Index |
| Turn Over | 59.93% | 620% |
| Expense Ratio | 1.13 | 1.32 |
| Manager | Sailesh Jain | Mahendra Kumar Jajoo |
| ISIN Code | INF277K01907 | INF769K01EI5 |
| 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 | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Month | 1.42% | 1.73% |
| 6 Month | 2.96% | 2.36% |
| 1 Year | 8.9% | 8.95% |
| 3 Year | 9.49% | 10.56% |
| 5 Year | 10.95% | 13.59% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | 2.2% | 2.58% |
| 1 Year | 6.45% | 5.72% |
| 3 Year | 10.65% | 11.2% |
| 5 Year | 9.84% | 10.96% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Year | 7.05% | 11.5% |
| 3 Year | 7.05% | 11.11% |
| 5 Year | 6.89% | 11.78% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 4.048% | 5.742% |
| Sharp | 0.516% | 0.406% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Name | Sailesh Jain | Mahendra Kumar Jajoo |
| Total AUM | ₹17041 Cr | ₹8876 Cr |
| Funds Managed | 7 | 4 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Market Cap
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 34.75 | 30.93 |
| Large Cap | 55.69 | 53.76 |
| Mid Cap | 8.02 | 7.48 |
| Small Cap | 1.55 | 7.82 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 34.29 | 29.65 |
| Communication Services | 5.41 | 2.23 |
| Energy | 6.21 | 4.71 |
| Industrials | 12.58 | 7 |
| Healthcare | 4.33 | 6.04 |
| Basic Materials | 5.5 | 5.93 |
| Financial Services | 19.96 | 20.06 |
| Consumer Defensive | 2.97 | 2.66 |
| Technology | 3.32 | 8.79 |
| Consumer Cyclical | 0.83 | 7.7 |
| Utilities | 4.59 | 3.68 |
| Real Estate | - | 1.56 |
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