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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) | ₹278 Cr | ₹279 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| 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 | -0.5% | -0.62% |
| 6 Month | 1.92% | 2.16% |
| 1 Year | 6.19% | 7.77% |
| 3 Year | 9.95% | 10.32% |
| 5 Year | 8.74% | 7.95% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.28% | 1.47% |
| 1 Year | 6.25% | 8.15% |
| 3 Year | 8.49% | 8.86% |
| 5 Year | 8.61% | 8.85% |
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% | 8.68% |
| 3 Year | 7.16% | 8.37% |
| 5 Year | 6.98% | 9.01% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.99% | 4.56% |
| Sharp | 1.18% | 0.87% |
| Beta | 0.79% | 1.09% |
| Alpha | 0.79% | -0.14% |
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 | 32.91 | 35.81 |
| Large Cap | 59.84 | 48.04 |
| Mid Cap | 6.5 | 11.72 |
| Small Cap | 0.75 | 4.44 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.89 | 31.85 |
| Communication Services | 6.41 | 4.01 |
| Energy | 4.9 | 3.89 |
| Industrials | 10.31 | 8.36 |
| Financial Services | 29.36 | 20.07 |
| Consumer Defensive | 0.65 | 1.91 |
| Healthcare | 4.06 | 3.1 |
| Basic Materials | 4.14 | 7.56 |
| Utilities | 4.4 | 4.65 |
| Technology | 2.2 | 4.93 |
| Consumer Cyclical | 1.68 | 7.27 |
| Real Estate | - | 2.4 |
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