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) | ₹265 Cr | ₹268 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 | 0.6% | 0.53% |
6 Month | 4.48% | 4.6% |
1 Year | 6.34% | 6.88% |
3 Year | 10.64% | 11.29% |
5 Year | 10.58% | 9% |
SIP Return Analysis
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.24% | 4.91% |
1 Year | 8.56% | 9.89% |
3 Year | 10.67% | 10.95% |
5 Year | 9.76% | 9.64% |
Rolling Lumpsum Returns
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.11% | 9.44% |
3 Year | 7.08% | 8.05% |
5 Year | 6.92% | 9.29% |
Risk Management
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.74% | 5.21% |
Sharp | 1.09% | 0.94% |
Beta | - | - |
Alpha | - | - |
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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 | 33.5 | 32.91 |
Large Cap | 58.62 | 50.79 |
Mid Cap | 7.06 | 10.05 |
Small Cap | 0.82 | 6.25 |
Sector Allocation
Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 32.9 | 28.65 |
Communication Services | 5.93 | 3.83 |
Energy | 4.5 | 5.99 |
Industrials | 10.71 | 8.43 |
Technology | 5.07 | 2.93 |
Financial Services | 22.14 | 20.27 |
Consumer Defensive | 4.6 | 2.64 |
Healthcare | 3.64 | 4.21 |
Basic Materials | 4.4 | 7.26 |
Consumer Cyclical | 1.56 | 4.27 |
Utilities | 4.54 | 6.36 |
Real Estate | - | 5.17 |
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