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Tata Equity Savings Fund -Regular Plan-Growth Option
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderately High |
| Asset Size (Cr) | ₹266 Cr | ₹269 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Aug 2003 | 29 Jul 2019 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 59.93% | 486% |
| Expense Ratio | 1.13 | 2.48 |
| Manager | Sailesh Jain | Miten Vora |
| ISIN Code | INF277K01907 | INF955L01II9 |
| 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.73% | 1.23% |
| 6 Month | 5.49% | 8.28% |
| 1 Year | 5.41% | 4.07% |
| 3 Year | 9.95% | 9.95% |
| 5 Year | 10% | 8.5% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.49% | 1.88% |
| 1 Year | 6.82% | 7.57% |
| 3 Year | 9.63% | 9.64% |
| 5 Year | 9.08% | 8.95% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.1% | 9.21% |
| 3 Year | 7.1% | 8.13% |
| 5 Year | 6.94% | 9.28% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.69% | 5.00% |
| Sharp | 0.72% | 0.50% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sailesh Jain | Miten Vora |
| Total AUM | ₹17041 Cr | ₹6478 Cr |
| Funds Managed | 7 | 6 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 35.76 | 36.22 |
| Large Cap | 58.08 | 48.94 |
| Mid Cap | 5.4 | 10.08 |
| Small Cap | 0.76 | 4.76 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 35 | 29.16 |
| Communication Services | 6.02 | 3.74 |
| Energy | 4.44 | 3.83 |
| Industrials | 9.72 | 8.05 |
| Technology | 3.75 | 4.47 |
| Financial Services | 22.29 | 18.68 |
| Consumer Defensive | 5.16 | 2.74 |
| Healthcare | 2.98 | 3.51 |
| Basic Materials | 4.36 | 7.28 |
| Utilities | 4.64 | 5.53 |
| Consumer Cyclical | 1.63 | 7.28 |
| Real Estate | - | 5.73 |
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