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Tata Equity Savings Fund -Regular Plan-Growth Option
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderately High |
| Asset Size (Cr) | ₹250 Cr | ₹968 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 18 Aug 2003 | 14 Aug 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 59.93% | 34.8% |
| Expense Ratio | 1.13 | 2.26 |
| Manager | Sailesh Jain | Hardik Shah |
| ISIN Code | INF277K01907 | INF846K01VO3 |
| 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 | Axis Equity Savings Fund - Growth charges 1.0% 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 | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.64% | 0.55% |
| 6 Month | 2.4% | 0.37% |
| 1 Year | 7.33% | 6.31% |
| 3 Year | 10.73% | 11.39% |
| 5 Year | 11.01% | 11.72% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.91% | 2.86% |
| 1 Year | 7.25% | 4.81% |
| 3 Year | 10.44% | 10.02% |
| 5 Year | 9.6% | 9.43% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.11% | 8.73% |
| 3 Year | 7.08% | 8.7% |
| 5 Year | 6.92% | 8.98% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.048% | 5.953% |
| Sharp | 0.516% | 0.249% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sailesh Jain | Hardik Shah |
| Total AUM | ₹17041 Cr | ₹0 Cr |
| Funds Managed | 7 | 12 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.75 | 31.59 |
| Large Cap | 55.69 | 54.98 |
| Mid Cap | 8.02 | 6.77 |
| Small Cap | 1.55 | 6.67 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.29 | 30.3 |
| Communication Services | 5.41 | 2.59 |
| Energy | 6.21 | 9.33 |
| Industrials | 12.58 | 6.57 |
| Healthcare | 4.33 | 5.21 |
| Basic Materials | 5.5 | 6.07 |
| Financial Services | 19.96 | 21.62 |
| Consumer Defensive | 2.97 | 3.73 |
| Technology | 3.32 | 6.7 |
| Consumer Cyclical | 0.83 | 5.6 |
| Utilities | 4.59 | 1.53 |
| Real Estate | - | 0.76 |
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