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Tata Equity PE Fund Regular Plan vs Nippon India Value Fund compare

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tortoise-icon Nippon India Value Fund- Growth Plan

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tortoise-icon Tata Equity PE 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 Nippon India Value Fund- Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
Fund Nippon India Value Fund- Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8170 Cr ₹8068 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 08 Jun 2005 29 Jun 2004
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 32% 48.01%
Expense Ratio 1.84 1.79
Manager Dhrumil Shah Amey Sathe
ISIN Code INF204K01GB3 INF277K01451
Exits Load Nippon India Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Equity PE Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Nippon India Value Fund- Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
1 Month 3.16% 2.39%
6 Month -3.73% -7.76%
1 Year 6.82% 2.53%
3 Year 20.8% 19.26%
5 Year 29.1% 23.73%

SIP Return Analysis

Scheme Name Nippon India Value Fund- Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
6 Month 1.22% -0.03%
1 Year -3.34% -8.83%
3 Year 22.04% 17.95%
5 Year 22.88% 19.17%

Rolling Lumpsum Returns

Scheme Name Nippon India Value Fund- Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
1 Year 16.53% 17.28%
3 Year 16.05% 16.64%
5 Year 14.88% 14.99%

Risk Management

Scheme Name Nippon India Value Fund- Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
Standard Deviation 15.103% 12.45%
Sharp 0.791% 0.71%
Beta 1.013% 0.98%
Alpha 5.147% 3.78%

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Fund Managers

Scheme Name Nippon India Value Fund- Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
Name Dhrumil Shah Amey Sathe
Total AUM ₹14011 Cr ₹11910 Cr
Funds Managed 5 4
Nippon India Value Fund- Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)

Market Cap

Scheme Name

Nippon India Value Fund- Growth Plan

Tata Equity PE Fund Regular Plan -(Growth Option)

Others 4.86 13.21
Large Cap 56.04 52.87
Small Cap 19.72 21.21
Mid Cap 19.38 12.71

Sector Allocation

Scheme Name

Nippon India Value Fund- Growth Plan

Tata Equity PE Fund Regular Plan -(Growth Option)

Others 4.37 9.72
Communication Services 3.5 4.54
Energy 7.8 9.89
Technology 15.33 7.07
Basic Materials 8.9 3.94
Industrials 11.27 0.38
Consumer Cyclical 5.18 10.42
Financial Services 31.72 35.86
Healthcare 4.28 5.18
Real Estate 0.76 -
Utilities 5.66 6.17
Consumer Defensive 1.24 6.83

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